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 out of Santa Monica, California with a total of 13 years of relevant experience. Ribet is an employee of Westside Investment Management, LLC. Over the course of their career, Ribet has held roles at Westside Investment Management (Dba), Lpl Financial, LLC and Westside Investment Management, Inc. Ribet maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Hawaii. Westside Investment Management, LLC is a business based in Santa Monica, CA. It has offices in two locations and a total of 14 employees. It administers $521 million in assets under management across its 947 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 947 accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees vary depending on which services are offered. Fees billed by Westside Investment Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

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

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

$520,816,284

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

14

CA Average: 43
Total Number of Accounts

947

CA Average: 3,727
Average Account Size

$549,964

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
  • Educational seminars/workshops
  • Other

Vetea Ribet Work History

Vetea has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Westside Investment Management, Inc

2007 - Present (17 years)

Lpl Financial, LLC

2004 - Present (20 years)

Westside Investment Management (Dba)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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