Westend Capital Management, LLC.

Overview

Westend Capital Management, LLC. is an SEC registered investment adviser based in Sausalito, CA, registered since 2002. It reports $436M in assets under management across 470 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$436M

Discretionary

99%

Accounts

470

Average account

$928K

Employees

5

Advisory reps

3

Registered since

2002

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• George Brown Bolton Chief Investment Officer CRD 1423421
• George Elliman Member, Chief Financial Officer, Director of Business Development CRD 6108313
• Gustave Robert Ozag Member, Chief Financial Planning Officer CRD 1142854

Advisory reps 3 of 3

• George Brown Bolton Investment Adviser Rep CRD 1423421
• Gustave Robert Ozag Insurance Agent · Investment Adviser Rep CRD 1142854
• Jacey Brianne West Insurance Agent · Investment Adviser Rep CRD 6877243

Location

Headquarters

1 Harbor Dr Ste 300
Sausalito, CA 94965

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: wcmsf.com

Every state, with registration dates

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