Overview

Assets Under Management: $78.5 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 1
Average Client Assets: $69.4 million

Frequently Asked Questions

METROPOLITAN WEST ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #104571), METROPOLITAN WEST ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.

METROPOLITAN WEST ASSET MANAGEMENT LLC is headquartered in LOS ANGELES, CA.

METROPOLITAN WEST ASSET MANAGEMENT LLC serves 1 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓

According to their SEC Form ADV, METROPOLITAN WEST ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓

METROPOLITAN WEST ASSET MANAGEMENT LLC manages $78.5 billion in client assets according to their SEC filing dated March 27, 2026.

According to their SEC Form ADV, METROPOLITAN WEST ASSET MANAGEMENT LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.09%
Average Client Assets: $69.4 million
Total Client Accounts: 107
Discretionary Accounts: 105
Non-Discretionary Accounts: 2

Regulatory Filings

CRD Number: 104571
Filing ID: 2046057
Last Filing Date: 2026-03-27 11:50:29