WESTMARK WEALTH MANAGEMENT

Overview

Westmark Wealth Management is a boutique investment adviser that serves both individual and institutional clients. The firm positions itself as a capital allocator, combining discretionary portfolio management with advisory relationships where clients retain control. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers, which indicates a willingness to outsource to or coordinate with third‑party managers. Investment preferences tilt toward publicly traded pooled vehicles as the core building blocks of client portfolios, with a significant allocation to mutual funds and other public funds. Fee arrangements include both a percentage-of-AUM model and fixed fees, reflecting flexibility to serve smaller clients alongside larger institutional mandates. Westmark is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices