Western Strategic Assets, L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
118757
Registered since
May 3, 2002

Firm profile

FINTRX

Overview

Western Strategic Assets, L.L.C. is organized as a limited liability company and is SEC-registered since 2002. The firm is classified in the source data as an investment bank rather than a traditional advisory-only RIA. Ownership is listed as a combination of a domestic entity and an individual. The record indicates a narrow public profile: Western Strategic Assets is not flagged as an active ESG investor, not a capital allocator, and is not identified as a multi-state adviser or pension consultant. There are no entries for business activities, advisory activities, client types, or fee structure in the provided data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Christopher Wolf

    Christopher Wolf

    Vice PresidentCRD 7396746

  • Turner Holthaus

    Turner Holthaus

    Managing DirectorCRD 6983412

  • Bryce Jones

    Bryce Jones

    AnalystCRD 8184080

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
3100 W 7th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth