Single Family OfficeRIA · CRD 334109SEC-Registered

Updated:

Westmark Wealth Management

WESTMARK WEALTH MANAGEMENT is an SEC-registered investment adviser in PHOENIX, AZ, registered since 2025. The firm manages $195 million in assets, with $66...

Westmark Wealth Management

WESTMARK WEALTH MANAGEMENT is an SEC-registered investment adviser in PHOENIX, AZ, registered since 2025. The firm manages $195 million in assets, with $66 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is Westmark Wealth Management an active investor?

There is no public evidence that Westmark Wealth Management has made any direct investments, fund commitments, or co-investments. The firm has no known deal history, portfolio companies, or disclosed investment activity of any kind in the public domain.

Who runs Westmark Wealth Management?

No principals, investment committee members, or operating executives have been publicly identified for Westmark Wealth Management. The office has not issued press releases, participated in industry conferences, or maintained any professional profiles that would reveal its leadership.

Where is Westmark Wealth Management headquartered?

The office's geographic location has not been publicly disclosed. No regulatory registrations, business filings, or physical addresses associated with Westmark Wealth Management have been identified in available public records.

Does Westmark Wealth Management accept outside capital?

Based on the complete absence of public fundraising activity, SEC filings, or any indication of third-party capital solicitation, Westmark Wealth Management appears to operate exclusively as a single-family office managing proprietary capital, though even this classification cannot be independently confirmed.

What is the source of wealth behind Westmark Wealth Management?

The underlying wealth origin has not been publicly disclosed. No founding family, operating business exit, or industry background has been linked to Westmark Wealth Management in available public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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