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UnclassifiedRIA · CRD 141887State-Registered Investment Adviser

Updated:

MARK L. WESTERMAN, CPA

Mark L. Westerman, CPA is a state-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

Mark L. Westerman, CPA is a state-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Unclassified

Location

Region

North America

Country

United States

Principals

Mark L. Westerman

Principal

Frequently asked questions

How is the firm structured?

The firm is structured as a sole proprietorship or professional corporation centered on one licensed CPA, Mark L. Westerman. This structure is typical for accounting practices where the principal's personal credential, insurance coverage, and direct client relationships define the business. There are no publicly identified additional partners, branch offices, or ancillary corporate entities.

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