WESTMARK WEALTH MANAGEMENT, LLC
Legal name: WESTMARK WEALTH MANAGEMENT
CRD #334109 SEC #801-131711 PHOENIX, AZ 602-887-5179
SEC Registered
Total AUM
$160M
Discretionary
$36M
Employees
4
Clients
--
Accounts
541
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $160M | $36M | $124M | 4 | 0 |
| Mar 2025 | $160M | $36M | $124M | 4 | 0 |
| Jan 2025 | $0 | $0 | $0 | 4 | 0 |
| Jan 2025 | $0 | $0 | $0 | 4 | 0 |
| Dec 2024 | $0 | $0 | $0 | 4 | 0 |
| Nov 2024 | $0 | $0 | $0 | 4 | 0 |
DateJun 2025
Total AUM$160M
Discretionary$36M
Non-Disc.$124M
Employees4
Clients0
DateMar 2025
Total AUM$160M
Discretionary$36M
Non-Disc.$124M
Employees4
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0