# Westlake Advisors

> Westlake Advisors is a state-registered investment advisory firm, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated January 2, 2026.

- CRD: 144067
- Filed as: WESTLAKE ADVISORS
- Legal name: Westlake Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144067
- AdvisorCensus page: https://advisorcensus.com/firm/westlake-advisors-144067

## Quick answers

**How is Westlake Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Westlake Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Westlake Advisors registered with the SEC or a state?**
Westlake Advisors is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144067.

**Does Westlake Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144067

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westlake Advisors (CRD 144067): Form ADV filing data as of October 2026.