Wendy Atlin
Westside Financial Advisors · Los Angeles, California
Wendy Atlin is a fee-only financial advisor at Westside Financial Advisors in Los Angeles, California. Westside Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Westside Financial Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.2M across 8 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8140553 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.westside.financial |
How Wendy's firm compares
- Westside Financial Advisors's average account is about $780,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Wendy
Is Wendy Atlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and Westside Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendy charge for financial advice?
Wendy's firm, Westside Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wendy Atlin based?
Wendy Atlin is based in Los Angeles, California.
Is Wendy Atlin registered with the SEC?
Yes. Wendy Atlin is registered as an investment adviser representative in CA (CRD 8140553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westside Financial Advisors manage?
Westside Financial Advisors reports $6.2M across 8 accounts in assets under management.
How do I contact Wendy Atlin?
Through Wendy's website, www.westside.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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