CRD: 308953
Westside Financial Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-14-2020
- Office Locations
- 1
Office Locations
About Westside Financial Advisors LLC
Westside Financial Advisors is a Los Angeles-based RIA providing integrated tax advisory, financial planning, and wealth management for business owners and entrepreneurs, including corporate executives, high-net-worth individuals, and families nearing retirement. The firm starts with deep discovery—reviewing prior-year taxes, portfolios, real estate, and business performance—then builds and monitors a comprehensive plan. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kenneth Adrian Cornutt
Chief Compliance Officer, Owner
- CRD
- #7002230
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Wendy Nicole Atlin
--
- CRD
- #8140553
Gahng Gook Choi
--
- CRD
- #8243701
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,240,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,240,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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