Overview
Assets Under Management: $207 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 29
Average Client Assets: $2.4 million
Frequently Asked Questions
LAKE HILLS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286175), LAKE HILLS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LAKE HILLS WEALTH MANAGEMENT, LLC is headquartered in AUSTIN, TX.
LAKE HILLS WEALTH MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, LAKE HILLS WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LAKE HILLS WEALTH MANAGEMENT, LLC manages $207 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, LAKE HILLS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.12%
Average Client Assets: $2.4 million
Total Client Accounts: 749
Discretionary Accounts: 749
Regulatory Filings
CRD Number: 286175
Filing ID: 2046891
Last Filing Date: 2026-02-20 12:23:13