Westlake Wealth Management
Westlake Wealth Management, established in 2018, is a US-based wealth manager. It provides investment advisory services, including financial planning, asset management, and portfolio management.
Westlake Wealth Management
Westlake Wealth Management, established in 2018, is a US-based wealth manager. It provides investment advisory services, including financial planning, asset management, and portfolio management. The wealth manager advises individuals and high-net-worth individuals.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
—
Location
Region
—
Country
—
City
Roanoke
Corporate office
516 Byron Nelson Boulevard
Frequently asked questions
What is Westlake Wealth Management?
Westlake Wealth Management is a bank / wealth / trust headquartered in Roanoke.
When was Westlake Wealth Management founded?
Westlake Wealth Management was founded in 2018.
Where is Westlake Wealth Management headquartered?
Westlake Wealth Management is headquartered in Roanoke.
What does Altss track for Westlake Wealth Management?
Altss maintains an OSINT-verified profile of Westlake Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Westlake Wealth Management's website?
Westlake Wealth Management's public website is www.westlake-wm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Westlake Wealth Management?
Westlake Wealth Management is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Westlake Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Westlake Wealth Management?
Westlake Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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