WESTLAKE WEALTH MANAGEMENT, LLC
Company Profile
| As of Date | 07/02/2025 |
| ADV Location | United States, TX |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| AUM* | 13,043,802 17% |
| of that, discretionary | 13,043,802 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 93,840 0% |
| High Net Worth | 11.86% 31% |
| SMA’s | No |
| Private Funds | 0 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Recent News
Reported AUM
16M
14M
11M
9M
7M
5M
2M
2018
2019
Private Funds
No private funds