Western Strategic Assets, L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
11
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 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

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 11
  • Donald Woodard

    Donald Woodard

    PresidentCRD 1214213

  • Robert Garza

    Compliance PrincipalCRD 2647459

  • James Georgeadis

    James Georgeadis

    Managing DirectorCRD 5471512

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth