Westside Financial Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 308953
· Los Angeles, CA
· www.westside.financial
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ADV data as of May 06, 2026
- Regulatory AUM
- $6.2M
- Discretionary
- $6.2M
- Clients
- 8
- Avg AUM / client
- $780K
- Accounts
- 8
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $650K | 10.4% |
| High net worth individuals | 5 | $3.5M | 56.1% |
| Pension and profit sharing plans | 1 | $2.1M | 33.4% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Turkessa Ferrer Babich | Registered representative | Jun 2021 (5y) | ||
| Kenneth Adrian Cornutt | Registered representative | CFP Personal Financial Specialist | May 2023 (3y) | |
| Roque Wicker | Registered representative | Feb 2024 (3y) | ||
| Jon Robert Dennis | Registered representative | Apr 2024 (2y) | ||
| Michael F Setlich | Registered representative | Jul 2024 (2y) | ||
| Christopher Ridout | Registered representative | May 2025 (1y) | ||
| Samuel Landman | Registered representative | Jun 2025 (1y) | ||
| Wendy Nicole Atlin | Registered representative | Aug 2025 (1y) | ||
| Gahng Gook Choi | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.7M (60% of AUM) May 2026
- Fidelity Brokerage Services $2.5M (40% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗