WESTSIDE INVESTMENT MANAGEMENT, LLC

CRD 154522File 801-71762

APPROVED

Retail clients

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$888.8M

Above cohort median (national)

Discretionary AUM

$888.8M

Clients

890

755 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 30, 2010
Principal office: 2444 WILSHIRE BLVD, SUITE 303, SANTA MONICA, CA, 90403
Phone: 310-315-9400
Website: https://www.westsideim.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $888.8M
Discretionary AUM: $888.8M
Non-discretionary AUM: $0
Discretionary accounts: 755
Non-discretionary accounts: 0
Total accounts: 755
AUM per client: $999K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$98.0M
Charitable organizations	8	$3.3M
High net worth individuals	365	$663.1M
Pension and profit sharing plans	31	$25.4M
Individuals (other than high net worth individuals)	474	$99.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.