LAKE HILLS WEALTH MANAGEMENT, LLC
CRD #286175 SEC #801-121498 AUSTIN, TX (512) 580-4740
SEC Registered
Total AUM
$175.5M
Discretionary
$166.8M
Employees
4
Clients
26
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $175.5M | $166.8M | $8.7M | 4 | 0 |
| Mar 2025 | $175.5M | $166.8M | $8.7M | 4 | 0 |
| Mar 2024 | $167.6M | $167.6M | $0 | 3 | 0 |
| Sep 2023 | $160.5M | $160.5M | $0 | 4 | 0 |
| Mar 2023 | $160.5M | $160.5M | $0 | 4 | 0 |
| Sep 2022 | $160.9M | $160.9M | $0 | 3 | 0 |
| Feb 2022 | $160.9M | $160.9M | $0 | 3 | 0 |
| May 2021 | $117.5M | $117.5M | $0 | 4 | 2 |
DateAug 2025
Total AUM$175.5M
Discretionary$166.8M
Non-Disc.$8.7M
Employees4
Clients0
DateMar 2025
Total AUM$175.5M
Discretionary$166.8M
Non-Disc.$8.7M
Employees4
Clients0
DateMar 2024
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees4
Clients2