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WESTLAKE CAPITAL INC
CRD 105473 · SEC 801-15011
1800 BRIDGEGATE STREET, STE 106, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-497-3390
Fax
805-497-3390
Registration
— (—)
Source
State registered
Total AUM
$47.4M
Discretionary AUM
$14.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $32.7M |
Official SEC filing: View on IAPD