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 registered investment adviser organized as an LLC and SEC-registered since 2021. The firm is owned by an individual and focuses on serving individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Lake Hills does not act as a capital allocator, is not positioned as an ESG investor, and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 50Active vs passive
$284M in ETFs
99%
$282M
1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $22.9M | 33,325 | 8.05% |
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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