Vetea
Ribet

Westside Investment Management, LLC

CRD#4823379
Investment Advisor
in Santa Monica, CA

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About this Advisor

Vetea Ribet is a financial advisor based in Santa Monica, California, working with Westside Investment Management, LLC. Vetea has previously held positions at Westside Investment Management (Dba), Lpl Financial, LLC, and Westside Investment Management, Inc. Vetea has passed the Series 66 regulatory exam and is registered to provide services in California and Hawaii. Currently, Vetea is part of Westside Investment Management, LLC, which operates out of Santa Monica, California. The firm has 2 offices and 15 employees. The firm manages assets totaling $659.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Westside Investment Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2444 Wilshire Boulevard Suite 303
Santa Monica, CA 90403

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Westside Investment Management, LLC Brokerage Details

Total Assets Under Management

$659,440,332

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,153

CA Average: 3,727
Average Account Size

$571,934

CA Average: $2,033,427

Investment Advisory Services

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

Vetea Ribet Work History

2010 - Present (14 years)

Westside Investment Management, Inc

2007 - Present (17 years)

Lpl Financial, LLC

2004 - Present (20 years)

Westside Investment Management (Dba)

Disclosures

Please visit the SEC profile of Vetea Ribet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westside Investment Management, LLC

Walter O'Brien
Kahului, HI
Noah Cornish
Oklahoma City, OK
Sienna Yoshida
Kahului, HI
Sky Rylant
Oklahoma City, OK
Mark Cohen
Santa Monica, CA
Vetea Ribet
Santa Monica, CA
James Frawley
Santa Monica, CA
David Clark
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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