RIA Intel›Advisers›Washington›WESTLAKE WEALTH MANAGEMENT LLC

WESTLAKE WEALTH MANAGEMENT LLC

Advisory

SEATTLE, WA

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in WA
#432
of 505 advisers by AUM
Average account
$304K
across 253 accounts
AUM per adviser
$26M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$77M
Discretionary %
100%
Clients
74
Employees
3

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$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, OR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

SHELGREN FINANCIAL GROUP, INC.
RENTON, WA
$77M
-11.3% 1Y
GK CAPITAL PARTNERS LLC
OLYMPIA, WA
$77M
EVERGREEN INVESTMENT ASSOCIATES INC
FIFE, WA
$77M
ON COURSE FINANCIAL PLANNING, LLC
$78M
COTTON FINANCIAL ADVISORS,INC.
LYNNWOOD, WA
$76M
+9.5% 1Y
TELOS WEALTH MANAGEMENT, LLC
WENATCHEE, WA
$75M

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