WESTLAKE WEALTH MANAGEMENT, LLC
CRD #295033 SEC #801-113142 ROANOKE, TX 6828886144
SEC Registered
Total AUM
$16M
Discretionary
$16M
Employees
4
Clients
51
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $16M | $16M | $0 | 4 | 0 |
| Jan 2019 | $14.7M | $13.7M | $1M | 3 | 0 |
| Oct 2018 | $14.7M | $13.7M | $1M | 3 | 0 |
| Sep 2018 | $14.7M | $13.7M | $1M | 3 | 0 |
| Aug 2018 | $14.7M | $13.7M | $1M | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| Apr 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2019
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$14.7M
Discretionary$13.7M
Non-Disc.$1M
Employees3
Clients0
DateOct 2018
Total AUM$14.7M
Discretionary$13.7M
Non-Disc.$1M
Employees3
Clients0
DateSep 2018
Total AUM$14.7M
Discretionary$13.7M
Non-Disc.$1M
Employees3
Clients0
DateAug 2018
Total AUM$14.7M
Discretionary$13.7M
Non-Disc.$1M
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0