# MARK L. WESTERMAN, CPA

MARK L. WESTERMAN, CPA is an Unclassified based in United States.

## Overview

- **Organization type:** Unclassified
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141887
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141887

## About

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.

## People

- Mark L. Westerman — Principal

## 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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Last updated: 2026-06-03T20:00:00.000Z

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