# Lake Hills Wealth Management, LLC

> Lake Hills Wealth Management, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 286175
- Filed as: LAKE HILLS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286175
- AdvisorCensus page: https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175

## Quick answers

**How is Lake Hills Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lake Hills Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lake Hills Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lake Hills Wealth Management, LLC located?**
Lake Hills Wealth Management, LLC's principal office is in Austin, TX, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lake Hills Wealth Management, LLC registered with the SEC or a state?**
Lake Hills Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 286175.

**How much does Lake Hills Wealth Management, LLC manage?**
Lake Hills Wealth Management, LLC reports $206,898,245 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Lake Hills Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lake Hills Wealth Management, LLC: Regulatory assets under management: $117,500,000 in the October 2021 data and $206,898,245 in the October 2026 data, up 76%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lake Hills Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (29).

**Which custodians does Lake Hills Wealth Management, LLC use?**
Lake Hills Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lake Hills Wealth Management, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286175

**What changed in Lake Hills Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $175,459,087 to $206,898,245 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Hourly rate: $250 an hour (financial planning services)

> we charge a fixed fee for our financial planning services based on the estimated time to deliver such financial planning services at an hourly rate of $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $206,898,245
- Discretionary: $206,898,245
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $137,828,775 |
| High net worth individuals | 29 | $68,527,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $2,470 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $540,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286175

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Longview, TX

### Websites listed on Form ADV (Item 1.I)
- lakehillswm.com
- Facebook @LakeHillsWM
- LinkedIn @lakehillswm
- X @LAKEHILLSWM
- YouTube @UCPi1GO-LlhfyY0-OlmWG3BQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $117,500,000 | 4 | May 14, 2021 |
| October 2022 | $160,866,640 | 3 | September 8, 2022 |
| October 2023 | $160,501,255 | 4 | September 5, 2023 |
| October 2024 | $167,593,500 | 3 | March 13, 2024 |
| October 2025 | $175,459,087 | 4 | March 27, 2025 |
| October 2026 | $206,898,245 | 4 | February 20, 2026 |

Regulatory assets under management: $117,500,000 in the October 2021 data and $206,898,245 in the October 2026 data, up 76%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $175,459,087 to $206,898,245 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lake Hills Wealth Management, LLC (CRD 286175): Form ADV filing data as of October 2026.