# Westlake Wealth Management LLC

> Westlake Wealth Management LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 308915
- Filed as: WESTLAKE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308915
- AdvisorCensus page: https://advisorcensus.com/firm/westlake-wealth-management-llc-seattle-wa-308915

## 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Westlake Wealth Management LLC located?**
Westlake Wealth Management LLC's principal office is in Seattle, WA, 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 2020. Status as filed: APPROVED. CRD 308915.

**How much does Westlake Wealth Management LLC manage?**
Westlake Wealth Management LLC reports $76,813,821 in regulatory assets under management in its Form ADV filing dated June 25, 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) (47); high net worth individuals (27).

**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/308915

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $76,813,821
- Discretionary: $76,813,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $24,431,215 |
| High net worth individuals | 27 | $52,382,606 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westlake Wealth Management LLC (CRD 308915): Form ADV filing data as of October 2026.