Lake Hills Wealth Management, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 286175
- Registered since
- June 11, 2021
- Website
- www.lakehillswm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.62%
- HNWI33.12%
- Corporations / Businesses0.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lake Hills Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2021. The firm focuses on wealth management and financial planning for individuals and families, offering portfolio management and planning services (including work with small-business owners). Its client billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm reports a preference for equity exposure, does not identify as an ESG investor, and is not structured as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Jason Clevlen
Founding PartnerCRD 4658819
Jack Marino
Founding PartnerCRD 4663952
Kurt Gunter
Private Wealth AdvisorCRD 2747789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$308M in ETFs
99%
$306M
1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $23.1M | 32,963 | 7.51% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 8601 2222
- Time zone
- CT (UTC-6)
- Office locations
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