Investment adviser · CRD 295033
WESTLAKE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
ROANOKE, TX, United States · Form ADV filed Mar 20, 2019
- Regulatory AUM
- $16M Form ADV · Item 5.F
- Client accounts
- 146 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 65 | $12,121,684 | 76.0% |
| High-net-worth individuals | Fewer than 5 | $3,836,263 | 24.0% |
Filing source
Form ADV 1282376 · Mar 20, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
310 S. OAK STREET, SUITE 208ROANOKE, TX, 76262, United States
CRD 295033
Filing source
Form ADV 1282376 · Mar 20, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.