WESTLAKE WEALTH MANAGEMENT, LLC
other names
- WESTLAKE WEALTH MANAGEMENT, LLC
- MF FINANCIAL
Adviser Profile
| Registration status | Terminated |
| As of Date | 03/20/2019 |
| ADV Location | ROANOKE, TX, United States |
| Adviser Type | |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| AUM* | 15,957,947 |
| of that, discretionary | 15,957,947 |
| Private Fund GAV* | 0 |
| Avg Account Size | 109,301 |
| % High Net Worth | 5.80% |
| SMA’s | Yes |
| Private Funds | 0 |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
16M
14M
11M
9M
7M
5M
2M
2018
2019
Private Funds
No private funds