← Back to searchVisit website
WESTLAKE WEALTH MANAGEMENT LLC
CRD 308915
600 STEWART STREET, SUITE 400, SEATTLE, WA, 98101, United States
Phone
425-207-7588
Fax
425-207-7401
Registration
— (—)
Source
State registered
Total AUM
$76.8M
Discretionary AUM
$76.8M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $24.4M |
| High net worth individuals | 27 | $52.4M |
All web addresses on file
Official SEC filing: View on IAPD