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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2025
- 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 |
|---|---|---|---|---|
| FEILER, DAVID, PAUL | I | PARTNER | C | Control |
| FEILER, DAVID, PAUL | I | PARTNER | C | Control |
| FEILER, DAVID, PAUL | I | PARTNER | C | Control |
| FEILER, DAVID, PAUL | I | PARTNER | C | Control |
| FEILER, DAVID, PAUL | I | PARTNER | C | Control |
| FEILER, DAVID, PAUL | I | PARTNER | C | Control |
| KIENLE, ALEXANDER, MICHAEL | I | PARTNER | C | Control |
| KIENLE, ALEXANDER, MICHAEL | I | PARTNER | C | Control |
| KIENLE, ALEXANDER, MICHAEL | I | PARTNER | C | Control |
| KIENLE, ALEXANDER, MICHAEL | I | PARTNER | C | Control |
| KIENLE, ALEXANDER, MICHAEL | I | PARTNER | C | Control |
| KIENLE, ALEXANDER, MICHAEL | I | PARTNER | C | Control |
| SANCHEZ, JEREMYI, RENE | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANCHEZ, JEREMYI, RENE | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANCHEZ, JEREMYI, RENE | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANCHEZ, JEREMYI, RENE | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANCHEZ, JEREMYI, RENE | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANCHEZ, JEREMYI, RENE | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (12)
AZ CA CO GA IL NY OR PA TN TX UT WA
Address
5050 NORTH 40TH STREETSTE 140
PHOENIX, AZ 85018
United States
Phone: 602-887-5179