TRUE WEST MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
160825
Registered since
February 14, 2018

Firm profile

FINTRX

Overview

True West Management Company, LLC is an SEC-registered limited liability company that appears to operate primarily as a sponsor and general partner of pooled investment vehicles rather than as a traditional retail advisory firm. The firm registered with the SEC in 2018 and is owned by an individual. Its public disclosures classify it as “Unclassified,” and it does not identify itself as a multi-state adviser, pension consultant, or related adviser. True West is not listed as an active ESG investor. Regulatory and business-detail fields that would normally describe a broader advisory franchise—such as client base, fee schedule, and explicit advisory activities—are blank in available records. What is clear is the firm’s role on pooled products: it sponsors, serves as GP, and acts as managing member for private funds rather than running many separate advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • STEVEN WILKINS

    Managing Director, Co-FounderCRD 6024743

  • TODD MORRIS

    Managing DirectorCRD 5067433

  • IAIN DOUGLAS

    Managing Director and Co-founderCRD 4661040

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10880 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth