Westend Capital Management, LLC
Westend Capital Management, LLC is an SEC-registered wealth manager in Sausalito, CA with $436.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Westend Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120545, SEC 801-61128, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $436.2M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Sausalito, CA
- Employees
- 5
- Clients
- 331
- CRD
- 120545
- Ownership
- BOLTON, CHARLES, STEDMAN GARLAND; COOPER, SEAN, C; BOLTON, CHARLES, SG; COOPER, SEAN, CHARLES; OZAG, GUSTAVE, ROBERT
How much AUM does Westend Capital Management, LLC have?
Westend Capital Management, LLC reported $436.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Westend Capital Management, LLC?
Disclosed owners and executives of Westend Capital Management, LLC include BOLTON, CHARLES, STEDMAN GARLAND, COOPER, SEAN, C, BOLTON, CHARLES, SG, COOPER, SEAN, CHARLES, OZAG, GUSTAVE, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.