Western Strategic Assets, L.L.C.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 118757
- Registered since
- May 3, 2002
Firm profile
FINTRXOverview
Western Strategic Assets, L.L.C. is a limited liability company that has been SEC-registered since 2002 and is classified in the source data as an investment bank. The firm is recorded as being owned by a domestic entity/individual. The data provided does not describe its advisory mandates, fee schedules, client segments, or specific business lines; those fields were left blank in the snapshot. Several regulatory flags are explicit in the profile: the firm is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or a related adviser. Taken together, the limited public detail and these attributes suggest the entity is positioned toward investment-banking-type activities or non-discretionary advisory work rather than functioning as a broad-based discretionary asset manager.
Assets & Accounts
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
Contacts
3 of 11
Donald Woodard
PresidentCRD 1214213
Robert Garza
Compliance PrincipalCRD 2647459

James Georgeadis
Managing DirectorCRD 5471512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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