Home
Financial Advisor
California
Westlake Village
WHITMAN/PETERSON, LLC

WHITMAN/PETERSON, LLC

Tel: 818-483-1060 3075 Townsgate Road Suite 210 Westlake Village, California 91361

About WHITMAN/PETERSON, LLC

WHITMAN/PETERSON, LLC is a Westlake Village, California based financial advisory firm with nearly $1,701,555,172 in assets under management and provides investment advisory services for 6 clients. There are currently 22 financial advisors at the firm.

General Information
Firm CRD#:

296087

Firm SEC#:

801-119061

Assets Under Management:

$1,701,555,172

No. of Clients:

6

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Westlake Village

FirmCRD#:147101
SEC#:801-69113
No. of Advisors:81
No. of Clients:1
AUM:$13,113,887,000
FirmCRD#:114861
SEC#:801-60483
No. of Advisors:60
No. of Clients:7115
AUM:$6,142,732,131
FirmCRD#:106071
SEC#:801-37370
No. of Advisors:19
No. of Clients:2304
AUM:$854,587,885
FirmCRD#:331100
SEC#:801-130234
No. of Advisors:7
No. of Clients:1079
AUM:$771,265,644
FirmCRD#:142618
SEC#:801-68456
No. of Advisors:3
No. of Clients:499
AUM:$669,933,514
FirmCRD#:18835
SEC#:801-67105
No. of Advisors:25
No. of Clients:2604
AUM:$608,366,297
FirmCRD#:284787
SEC#:801-108314
No. of Advisors:4
No. of Clients:120
AUM:$460,880,549
FirmCRD#:122309
SEC#:801-61556
No. of Advisors:12
No. of Clients:794
AUM:$451,712,421
FirmCRD#:287856
SEC#:801-110296
No. of Advisors:4
No. of Clients:741
AUM:$383,244,730
FirmCRD#:166303
SEC#:801-118365
No. of Advisors:7
No. of Clients:654
AUM:$341,481,024
FirmCRD#:301329
SEC#:801-123155
No. of Advisors:8
No. of Clients:173
AUM:$291,577,855
FirmCRD#:110600
SEC#:801-21123
No. of Advisors:5
No. of Clients:402
AUM:$248,283,334
FirmCRD#:288224
SEC#:801-110430
No. of Advisors:2
No. of Clients:1215
AUM:$240,549,000
FirmCRD#:324173
SEC#:801-128269
No. of Advisors:3
No. of Clients:703
AUM:$237,547,719

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.