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LAKE HILLS WEALTH MANAGEMENT, LLC
CRD 286175 · SEC 801-121498
8601 RANCH ROAD 2222, BUILDING 1, SUITE 230, AUSTIN, TX, 78730, United States
Phone
(512) 580-4740
Fax
(512) 580-4741
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.9M
Discretionary AUM
$206.9M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $137.8M |
| High net worth individuals | 29 | $68.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD