Overview
Assets Under Management: $195 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 51
Average Client Assets: $1.8 million
Frequently Asked Questions
WESTMARK WEALTH MANAGEMENT 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 #334109), WESTMARK WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WESTMARK WEALTH MANAGEMENT is headquartered in PHOENIX, AZ.
WESTMARK WEALTH MANAGEMENT serves 51 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, WESTMARK WEALTH MANAGEMENT offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WESTMARK WEALTH MANAGEMENT manages $195 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, WESTMARK WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.48%
Average Client Assets: $1.8 million
Total Client Accounts: 1,524
Discretionary Accounts: 65
Non-Discretionary Accounts: 1,459
Regulatory Filings
CRD Number: 334109
Filing ID: 2036809
Last Filing Date: 2026-03-10 14:04:17