RIA Intel›Advisers›Oregon›WESTLAKE WEALTH MANAGEMENT, LLC

WESTLAKE WEALTH MANAGEMENT, LLC

Advisory

PORTLAND, OR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$273K

across 57 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$16M

Discretionary %

100%

Clients

57

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

57 clients

7 high-net-worth

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

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

DJ FINANCIAL

ROSEBURG, OR

$15M

TAILORED FINANCIAL PLANNING, LLC

$15M

BOZ & COMPANY LLC

LAKE OSWEGO, OR

$16M

MKG FINANCIAL GROUP, INC.

PORTLAND, OR

$16M

-27.3% 1Y

REAL AGENCY WEALTH LLC

$16M

WEALTH TRAK FINANCIAL SERVICES, LLC

GRESHAM, OR

$16M

-44.1% 1Y

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