RIA Intel›Advisers›Texas›WESTERMAN, MARK LEE

WESTERMAN, MARK LEE

Advisory

TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in TX

#1,570

of 2,813 advisers by AUM

Average account

$2M

across 41 accounts

AUM per adviser

$74M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$74M

Discretionary AUM$0

Non-Discretionary AUM$74M

Discretionary %0%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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