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WESTMARK WEALTH MANAGEMENT
WESTMARK WEALTH MANAGEMENT, LLC
CRD 334109 · SEC 801-131711
5050 NORTH 40TH STREET, STE 140, PHOENIX, AZ, 85018, United States
Phone
602-887-5179
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.4M
Discretionary AUM
$65.8M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 492 | $35.9M |
| High net worth individuals | 51 | $92.8M |
| Pension/profit sharing plans | 32 | $66.7M |
States served
AZ, CA, CO, GA, IL, NY, OR, PA, TN, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD