Western Strategic Assets, L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
9
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 has been SEC-registered since 2002. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser operating as a capital allocator. Ownership is identified as a mix of a domestic entity and an individual. Regulatory and activity flags in the dataset indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser.

Assets & Accounts

Location & Offices

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 9
  • Christopher Wolf

    Christopher Wolf

    Vice PresidentCRD 7396746

  • Turner Holthaus

    Turner Holthaus

    Managing DirectorCRD 6983412

  • Bryce Jones

    Bryce Jones

    AnalystCRD 8184080

Unlock 6 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