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WESTLAKE WEALTH MANAGEMENT, LLC
CRD 155316
4346 SE LINCOLN STREET, PORTLAND, OR, 97215, United States
Phone
888-596-8892
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.6M
Discretionary AUM
$15.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $4.9M |
| High net worth individuals | 7 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD