{"id":14556,"date":"2025-04-02T17:21:04","date_gmt":"2025-04-02T17:21:04","guid":{"rendered":"https:\/\/pillarwm.com\/wealth-managements\/?page_id=14556"},"modified":"2025-10-30T10:58:54","modified_gmt":"2025-10-30T10:58:54","slug":"los-angeles-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/wealth-managements\/los-angeles-to-consider\/","title":{"rendered":"Wealth Management in Los Angeles to Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-282.png\" alt=\"Wealth Management in Los Angeles to Consider\" class=\"wp-image-35533\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-282.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-282-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p><strong>Finding the right wealth management firm can make a lasting impact on your financial journey\u2014whether you\u2019re preparing for retirement, managing a growing investment portfolio, or navigating the complexities of estate planning.<\/strong><strong><br><\/strong> Los Angeles is home to a wide range of seasoned financial advisors and wealth management firms, each offering unique services tailored to individuals, families, and businesses alike.<\/p>\n\n\n\n<p>To help you identify the right partner, we\u2019ve curated a list of 10 wealth management firms in Los Angeles. These firms stand out for their commitment to fiduciary responsibility, personalized service, and long-term financial planning.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-283.png\" alt=\"JG Wealth Management\" class=\"wp-image-35534\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-283.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-283-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p><strong>1. JG Wealth Management<\/strong><\/p>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/www.jg-wm.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.jg-wm.com\/<br><\/a> <strong>Phone:<\/strong> 206-428-6016<br><strong>Email:<\/strong> jerome.greene@jg-wm.com<br><strong>Address:<\/strong> 445 S Figueroa St 31st Floor, Los Angeles, CA 90071<\/p>\n\n\n\n<p>JG Wealth Management, led by founder Jerome Greene, provides tailored financial strategies with a compassionate and client-first approach. Based in Los Angeles, the firm emphasizes low client-to-advisor ratios to ensure high-touch service and individualized attention.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-284.png\" alt=\"EP Wealth Advisors\" class=\"wp-image-35535\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-284.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-284-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p><strong>2. EP Wealth Advisors<\/strong><\/p>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/www.epwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.epwealth.com\/<br><\/a> <strong>Phone:<\/strong> 424-361-0090<br><strong>Email:<\/strong> jboden@epwealth.com<br><strong>Address:<\/strong> 11400 W Olympic Blvd #170, Los Angeles, CA 90064<\/p>\n\n\n\n<p>With over $31 billion in assets under management, EP Wealth Advisors offers comprehensive planning, tax strategies, and investment management through a fiduciary lens. Their nationwide team of professionals brings together deep expertise in holistic wealth solutions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-285.png\" alt=\"EFC Wealth Management Firm\" class=\"wp-image-35536\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-285.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-285-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p><strong>3. EFC Wealth Management Firm<\/strong><\/p>\n\n\n\n<p><strong>Website:<\/strong><a href=\"http:\/\/www.efcwealthmanagement.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.efcwealthmanagement.com\/<br><\/a> <strong>Phone:<\/strong> 310-645-0001<br><strong>Email:<\/strong> toinfo@efcwealthmanagement.com<br><strong>Address:<\/strong> 5777 W Century Blvd #985, Los Angeles, CA 90045<\/p>\n\n\n\n<p>EFC Wealth Management Firm provides retirement and wealth planning services rooted in education and ethical guidance. Their boutique approach allows for custom strategies across income planning, risk management, and more.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-286.png\" alt=\"Satori Wealth Management Inc\" class=\"wp-image-35537\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-286.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-286-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Satori Wealth Management Inc.<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/www.satoriwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.satoriwealth.com\/<br><\/a> <strong>Phone:<\/strong> 310-210-7275<br><strong>Email:<\/strong> danny@satoriwealth.com<br><strong>Address:<\/strong> 12100 Wilshire Blvd 8th Floor, Los Angeles, CA 90025<\/p>\n\n\n\n<p>Specializing in retirement planning, Satori Wealth Management uses a transparent, fee-only model to provide clients nearing retirement with expert advice. Their RetireNow\u2122 Checkup helps evaluate financial readiness with no pressure or commitment.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-287.png\" alt=\"Avitas Wealth Management\" class=\"wp-image-35538\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-287.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-287-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Avitas Wealth Management<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/avitaswealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/avitaswealth.com\/<br><\/a> <strong>Phone:<\/strong> 424-371-9010<br><strong>Email:<\/strong> info@avitaswealth.com<br><strong>Address:<\/strong> 1901 Avenue of the Stars #1901, Los Angeles, CA 90067<\/p>\n\n\n\n<p>Avitas Wealth Management, a partner of Lido Advisors, brings comprehensive solutions to high-net-worth clients through estate planning, investment management, and trust services. Their integration with the Lido One platform reflects a modern family office experience.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-288.png\" alt=\"Entertainment Wealth Management\" class=\"wp-image-35539\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-288.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-288-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. Entertainment Wealth Management<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"http:\/\/www.entwealthmgmt.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.entwealthmgmt.com\/<br><\/a> <strong>Phone:<\/strong> 323-512-4719<br><strong>Email:<\/strong> john@entwealth.com<br><strong>Address:<\/strong> 3575 Cahuenga Blvd W Suite 251, Los Angeles, CA 90068<\/p>\n\n\n\n<p>As an affiliate of Ent Credit Union, this firm delivers personalized wealth management services backed by the resources of one of Colorado\u2019s largest credit unions. Their offerings include retirement, estate, and investment planning.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-289.png\" alt=\"Westmount Asset Management\" class=\"wp-image-35540\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-289.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-289-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Westmount Asset Management<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/www.westmount.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.westmount.com\/<br><\/a> <strong>Phone:<\/strong> 310-556-2502<br><strong>Email:<\/strong> scauvel@westmount.com<br><strong>Address:<\/strong> 2049 Century Park E #2500, Los Angeles, CA 90067<\/p>\n\n\n\n<p>Founded in 1990, Westmount Asset Management blends traditional and alternative investments while providing financial planning and family office services. Their status as a Certified B Corporation underscores their commitment to social and environmental responsibility.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-290.png\" alt=\"Vested Wealth Advisors\" class=\"wp-image-35541\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-290.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-290-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. Vested Wealth Advisors<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/vwaplanning.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/vwaplanning.com\/<br><\/a> <strong>Phone:<\/strong> 844-548-2887<br><strong>Email:<\/strong> info@vestedwealthadvisors.com<br><strong>Address:<\/strong> 7083 Hollywood Blvd 1st Floor, Los Angeles, CA 90028<\/p>\n\n\n\n<p>Serving attorneys and mid-career tech professionals, Vested Wealth Advisors crafts strategic financial plans that evolve with clients&#8217; life changes. The firm\u2019s step-by-step process ensures clarity, optimization, and alignment with personal values.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-291.png\" alt=\"H &amp; S Wealth Management\" class=\"wp-image-35542\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-291.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-291-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. H &amp; S Wealth Management<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"http:\/\/www.handswealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> http:\/\/www.handswealth.com\/<br><\/a> <strong>Phone:<\/strong> 866-498-1031<br><strong>Email:<\/strong> bob@handswealth.com<br><strong>Address:<\/strong> 6633 S Halm Ave, Los Angeles, CA 90056<\/p>\n\n\n\n<p>H&amp;S Wealth Management offers a wide range of services, including 1031 exchanges and alternative investments. Their team is committed to fiduciary ethics and prioritizing each client\u2019s financial aspirations and individual concerns.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-292.png\" alt=\"Henney Wealth Management\" class=\"wp-image-35543\" srcset=\"https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-292.png 712w, https:\/\/pillarwm.com\/wealth-managements\/wp-content\/uploads\/2025\/04\/image-292-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. Henney Wealth Management<\/strong><\/h3>\n\n\n\n<p><strong>Website:<\/strong><a href=\"https:\/\/www.henneywealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> https:\/\/www.henneywealth.com\/<br><\/a> <strong>Phone:<\/strong> 310-571-1277<br><strong>Email:<\/strong> info@henneywealth.com<br><strong>Address:<\/strong> 12100 Wilshire Blvd #1035, Los Angeles, CA 90025<\/p>\n\n\n\n<p>Led by David Henney, Esq., Henney Wealth Management offers decades of experience in managing portfolios for high-net-worth individuals. Their team emphasizes transparency, technical expertise, and risk-sensitive strategies.<\/p>\n\n\n\n<p><strong><br><\/strong> Each of these wealth management firms brings a distinct set of strengths, values, and service models to meet the needs of clients in Los Angeles and beyond. Whether you\u2019re seeking comprehensive retirement planning, investment guidance, or a personalized financial roadmap, these firms exemplify professionalism, integrity, and dedication.<\/p>\n\n\n\n<p>Take the time to research and consult with the advisor that best aligns with your financial vision\u2014your future deserves the right partner.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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