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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| CLEVLEN, JASON, EDWARD | I | MANAGING MEMBER | D | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MARINO, JACK, CHARLES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
8601 RANCH ROAD 2222BUILDING 1, SUITE 230
AUSTIN, TX 78730
United States
Phone: (512) 580-4740