Westend Capital Management, LLC

Westend Capital Management, LLC (CRD# 120545) is a financial advisory firm headquartered in San Francisco, CA. They manage $81,393,658 in 196 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $415,274
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, TX

Financial Advisors at Westend Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
George B. Bolton
CRD#: 1423421
86 Graham Street, Suite 100, San Francisco, CA 94129
93
Wealthminder
score

George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in San Francisco, CA and has over 32 years of experience in the finance industry.

2
Gabriella Papesh
CRD#: 5333498
86 Graham Street, Suite 100, San Francisco, CA 94129
93
Wealthminder
score

Gabriella Papesh (CRD# 5333498) is an Investment Advisor Representative working at Westend Capital Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

3
Katharine S. Becker Cocking
CRD#: 6129931
86 Graham Street, Suite 100, San Francisco, CA 94129
90
Wealthminder
score

Katharine Becker Cocking (CRD# 6129931) is an Investment Advisor Representative working at Westend Capital Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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