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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...
Overview
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. WESTMARK WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-10, it reported 4 employees; 1,524 advisory accounts; services including Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
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.
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.
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.
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