# Westlake Wealth Management, LLC

> Westlake Wealth Management, LLC is a state-registered investment advisory firm in Portland, OR, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 155316
- Filed as: WESTLAKE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155316
- AdvisorCensus page: https://advisorcensus.com/firm/westlake-wealth-management-llc-portland-or-155316

## Quick answers

**How is Westlake Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westlake Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Westlake Wealth Management, LLC located?**
Westlake Wealth Management, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Westlake Wealth Management, LLC registered with the SEC or a state?**
Westlake Wealth Management, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155316.

**How much does Westlake Wealth Management, LLC manage?**
Westlake Wealth Management, LLC reports $15,565,614 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Westlake Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (7).

**Does Westlake Wealth Management, LLC 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/155316

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,565,614
- Discretionary: $15,565,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $4,854,384 |
| High net worth individuals | 7 | $10,711,230 |

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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westlakewm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westlake Wealth Management, LLC (CRD 155316): Form ADV filing data as of October 2026.