WESTLAKE WEALTH MANAGEMENT, LLC
other names
- WESTLAKE WEALTH MANAGEMENT, LLC
Adviser Profile
| As of Date | 03/30/2026 |
| ADV Location | PORTLAND, OR, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | Oregon, Approved, 10/26/2010 |
| AUM* | 15,565,614 14% |
| of that, discretionary | 15,565,614 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 273,081 190% |
| % High Net Worth | 12.28% 35% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 888 xxxxxxx |
| 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
Reported AUM
1
1
1
1
Private Funds
No private funds