WESTLAKE WEALTH MANAGEMENT, LLC

other names
  • WESTLAKE WEALTH MANAGEMENT, LLC
  • MF FINANCIAL

Adviser Profile

Registration status Terminated
As of Date 01/02/2026
ADV Location ROANOKE, TX, United States
Adviser Type
Number of Employees 2
of those in investment advisory functions 1
AUM* 38,161,345
of that, discretionary 38,161,345
Private Fund GAV* 0
Avg Account Size 121,533
% High Net Worth 5.88%
SMA’s No
Private Funds 0
Contact Info 682 xxxxxxx
Websites

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
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees