Investment adviser · CRD 334109
WESTMARK WEALTH MANAGEMENT
Investment adviser filing (IA)
WESTMARK WEALTH MANAGEMENT, LLC
PHOENIX, AZ, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $195M Form ADV · Item 5.F
- Client accounts
- 1,524 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 51 | $92,750,340 | 47.5% |
| Retirement plans | 32 | $66,661,136 | 34.1% |
| Individuals | 492 | $35,941,551 | 18.4% |
Filing source
Form ADV 2036809 · Mar 10, 2026 · 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 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
5050 NORTH 40TH STREET, STE 140PHOENIX, AZ, 85018, United States
CRD 334109
Filing source
Form ADV 2036809 · Mar 10, 2026 · 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.