# Westmark Wealth Management

Westmark Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/watermark-wealth-management

## Regulatory record

- **CRD number:** 334109
- **SEC file number:** 801-131711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334109

## About

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.

## 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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Last updated: 2026-07-06T01:24:28.778Z

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