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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Fessler, Michael, Dean | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MATTHEWS, JAMES | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| MATTHEWS, JAMES | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| MATTHEWS, JAMES | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| Matthews, JR | I | MANAGING MEMBER | D | Control |
| Matthews, JR | I | MANAGING MEMBER | D | Control |
| Matthews, JR | I | MANAGING MEMBER | D | Control |
| Matthews, JR | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| Matthews, JR | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 20, 2019 REGISTERED
Notice Filings (2)
AL TX
Address
310 S. OAK STREET, SUITE 208ROANOKE, TX 76262
United States
Phone: 6828886144