Skip to content

Westlake Private Wealth ManagementFinancial advisor in Agoura, CA

Westlake Private Wealth Management is a financial advisor at 200 N Westlake Blvd Suite 202, Westlake Village, CA 91362, ranked #8 of 111 investment advisors in Agoura and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Agoura, CAUpdated 0 paid placements in any rankingHow we rank

Call (818) 436-6800Website ↗

Key facts

Key facts about Westlake Private Wealth Management
Address200 N Westlake Blvd Suite 202, Westlake Village, CA 91362, Agoura, CAGet directions
Phone(818) 436-6800
Websitewestlakepwm.com
HoursMonday to Thursday: 7 AM – 4 PM; Friday: 7 AM – 2 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Agoura and 11 towns within 25 miles: Thousand Oaks, Agoura Hills, Oak Park, Simi Valley, Moorpark, Malibu, West Hills, Calabasas, Woodland Hills, Camarillo and Canoga Park.

Based in Agoura, CAView on map

Opening hours

Opening hours for Westlake Private Wealth Management
DayHours
Monday7 AM – 4 PM
Tuesday7 AM – 4 PM
Wednesday7 AM – 4 PM
Thursday7 AM – 4 PM
Friday7 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Westlake Private Wealth Management

How is Westlake Private Wealth Management ranked in Agoura?

Westlake Private Wealth Management is ranked #8 of 111 investment advisors in Agoura by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Westlake Private Wealth Management’s hours?

Westlake Private Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 7 AM – 4 PM; Friday, 7 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Westlake Private Wealth Management serve?

Serves Agoura and 11 towns within 25 miles: Thousand Oaks, Agoura Hills, Oak Park, Simi Valley, Moorpark, Malibu, West Hills, Calabasas, Woodland Hills, Camarillo and Canoga Park. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Westlake Private Wealth Management?

Westlake Private Wealth Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Westlake Private Wealth Management?

Call Westlake Private Wealth Management on (818) 436-6800. The business is at 200 N Westlake Blvd Suite 202, Westlake Village, CA 91362, Agoura, CA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Westlake Private Wealth Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Westlake Private Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Westlake Private Wealth Management (this business)—675.0 (4)NoNo
Lambert Investment Inc.#6685.0 (43)NoNo23.2 mi
Roth IUL#7685.0 (8)NoNo2.7 mi
FMB Wealth Management#9664.0 (4)NoNo0.1 mi

See all 111 ranked investment advisors in Agoura