Westside Investment Management, Inc.

Westside Investment Management, Inc. (CRD# 154522) is a financial advisory firm headquartered in Santa Monica, CA. They manage $286,204,152 in 738 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    738
    ACCOUNTS
  • Average Account Value
    $387,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, CO, HI, NM, NV, NY, OK, TX, VA, WA

Financial Advisors at Westside Investment Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Adam P. Scott
CRD#: 5630251
2444 Wilshire Boulevard, Suite 303, Santa Monica, CA 90403
96
Wealthminder
score

Adam Scott (CRD# 5630251) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 7 years of experience in the finance industry. Adam Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark L. Cohen
CRD#: 1410342
2444 Wilshire Boulevard, Suite 303, Santa Monica, CA 90403
93
Wealthminder
score

Mark Cohen (CRD# 1410342) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry.

3
Vetea J. Ribet
CRD#: 4823379
140 Hoohana, Suite 320, Kahului, HI 96732
93
Wealthminder
score

Vetea Ribet (CRD# 4823379) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Kahului, HI and has over 9 years of experience in the finance industry.

4
Sky B. Rylant
CRD#: 4871901
10900 Hefner Pointe Drive, Suite 502, Oklahoma City, OK 73120
93
Wealthminder
score

Sky Rylant (CRD# 4871901) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Oklahoma City, OK and has over 11 years of experience in the finance industry.

5
Walter J. O'brien
CRD#: 2836656
1400 Hoohana Street, Kahului, HI 96732
84
Wealthminder
score

Walter O'brien (CRD# 2836656) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Kahului, HI and has over 19 years of experience in the finance industry.

6
David T. Clark
CRD#: 2219822
10900 Hefner Pointe Drive, Suite 502, Oklahoma City, OK 73120
83
Wealthminder
score

David Clark (CRD# 2219822) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Oklahoma City, OK and has over 24 years of experience in the finance industry.

7
Sienna P. Yoshida
CRD#: 3217359
Kahului Office Center, 140 Hoohana St., Ste.320, Kahului, HI 96732
83
Wealthminder
score

Sienna Yoshida (CRD# 3217359) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Kahului, HI and has over 17 years of experience in the finance industry.

8
Noah A. Cornish
CRD#: 2336616
10900 Hefner Pinte Drive, Suite 502, Oklahoma City, OK 73120
73
Wealthminder
score

Noah Cornish (CRD# 2336616) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Oklahoma City, OK and has over 23 years of experience in the finance industry.

9
James M. Frawley
CRD#: 2867752
2444 Wilshire Boulevard, Suite 303, Santa Monica, CA 90403
56
Wealthminder
score

James Frawley (CRD# 2867752) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 19 years of experience in the finance industry.

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