# Lake Hills Wealth Management

Lake Hills Wealth Management is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** lakehillswm.com
- **LinkedIn:** https://www.linkedin.com/company/lakehillswm

## Regulatory record

- **CRD number:** 286175
- **SEC file number:** 801-121498
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-20
- **Reports private funds:** No

## About

Lake Hills Wealth Management was established in 2016 in Austin, Texas. The firm positions itself as an integrated financial services provider for high-net-worth individuals, trusts, and organizations, bundling portfolio management with tax planning and financial planning. The founding principals have not been publicly profiled in national financial media, and the firm maintains a deliberately low public profile consistent with a local, relationship-driven wealth management practice. The firm's investment approach centers on direct portfolio management for individual clients. Asset class coverage is not publicly detailed, but the firm's regulatory filing as a registered investment advisor confirms it provides discretionary portfolio management services. The geographic footprint appears limited to Texas, with no satellite offices or multi-state registrations evident. Public records indicate Lake Hills Wealth Management operates as a boutique practice. No headcount or asset totals have been published. There are no known adjacent vehicles, philanthropic foundations, or club memberships publicly associated with the firm. The firm has not made recent personnel announcements, fund closes, or strategic moves that registered in national trade media — consistent with a stable, client-service-focused local advisory business rather than a firm pursuing institutional scale. Structurally, Lake Hills differs from the dominant Austin-area RIA aggregators in one respect: the firm appears to remain an independent, organically grown practice rather than a roll-up platform backed by private equity or a consolidator network. This independence may appeal to families seeking a non-institutional, directly accountable advisor in a market increasingly shaped by serial RIA acquisitions.

## Questions

### Is Lake Hills Wealth Management a registered investment advisor?

Yes. The firm operates as a registered investment advisor (RIA) regulated by the SEC or the Texas State Securities Board. As an RIA, Lake Hills provides discretionary portfolio management services alongside financial and tax planning, and owes a fiduciary duty to its clients.

### Who are the principals behind Lake Hills Wealth Management?

The firm's founding principals have not been identified in national financial media or public profiles. Lake Hills maintains a low public posture. Detailed leadership biographies are not available from current public records.

### What services does Lake Hills Wealth Management offer beyond portfolio management?

The firm promotes financial planning, tax planning, and portfolio management as its core service lines. This multi-disciplinary model positions the firm as an integrated advisory resource for clients rather than solely an investment manager.

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Updated: 2026-10-23T13:05:51Z

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