# Westlake Wealth Management

Westlake Wealth Management is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Roanoke, TX, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.westlake-wm.com
- **LinkedIn:** https://www.linkedin.com/company/westlake-wealth-management

## Regulatory record

- **CRD number:** 308915
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308915

## About

Westlake Wealth Management set up in Roanoke, Texas in 2018, focused on investment advisory for individuals and high-net-worth clients. The firm operates from a single location in the Dallas–Fort Worth metroplex, a region dense with independent advisors and family offices serving both local business owners and corporate executives. Its founding coincided with a period when many advisors left wirehouses to launch their own RIAs, though specific individuals behind Westlake's launch are not disclosed in the public record. The firm's stated services span financial planning, asset management, and portfolio management. There is no public record of venture capital, private equity, direct real estate, or other alternatives exposure. Its geographic footprint is domestic and concentrated in Texas. No headcount, AUM, or client-count figures are publicly reported. Westlake does not disclose adjacent philanthropic vehicles, real-asset arms, or operating businesses. No operational milestone from the last 24 months is verifiable through public filings or media coverage. Westlake's structural differentiator is its very smallness. That architecture can mean lower overhead, less internal bureaucracy, and direct principal-client contact — but also limited institutional capabilities for complex estate planning, direct deal access, or multi-generational governance.

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Last updated: 2026-08-11T02:43:31.692Z

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