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About Westlake Private Wealth Management

Westlake Private Wealth Management is a boutique wealth advisory practice with offices in Westlake Village, Santa Barbara, Woodland Hills and Pasadena, California. At the core of our mission lies a dedication to providing exceptional investment management and comprehensive wealth advisory solutions custom-tailored to the needs of affluent individuals, multi-generational families, enterprising entrepreneurs, and thriving small businesses. Distinguishing ourselves as an independent practice, we operate without the constraints of corporate mandates or conflicts of interest. However, we hold our clients' assets in the secure custody of one of the nation's largest and most respected financial institutions, Wells Fargo Advisors Financial Network. As of September 30, 2023 Westlake Private Wealth Management proudly oversaw assets under management totaling $2.1 billion, a testament to our unwavering commitment to safeguarding and growing the wealth of our clients. We invite you to experience the professional excellence and personalized attention that have been hallmarks since our founding in 2012. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of: AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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