Westend Capital Management, LLC

Westend Capital Management, LLC (CRD# 120545) is a financial advisory firm headquartered in Sausalito, CA. They manage $232,892,370 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Harbor Drive, Suite 300, Sausalito, CA 94965
https://www.wcmsf.com
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $703,602
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Westend Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
George Bolton, financial advisor Santa Monica CA
George B. Bolton
CRD#: 1423421
520 Broadway, Floor 2, Santa Monica, CA 90401

George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in Santa Monica, CA and has over 38 years of experience in the finance industry.

2
Gustave Ozag, financial advisor San Rafael CA
Gustave R. Ozag
CRD#: 1142854
San Rafael, CA

Gustave Ozag (CRD# 1142854) is an Investment Advisor Representative working at Westend Capital Management, LLC in San Rafael, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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