Westlake Wealth Management LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 308915
- Website
- westlakewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.19%
- Individuals31.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Westlake Wealth Management LLC is a small, privately owned RIA organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. It does not describe itself as an active ESG investor, and it is not identified as a multi-state or related adviser. Business activity is centered on discretionary portfolio management rather than institutional capital allocation or pension consulting.
Assets & Accounts
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
- Public Funds/Mutual Funds56%
- Exchange Traded Equities42%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Huey Luu
Financial AdvisorCRD 3213530
Christopher Gemmill
Financial AdvisorCRD 2575876
Winston Chen
Managing MemberCRD 4023611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 600 Stewart St
- Time zone
- PT (UTC-8)
- Office locations
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