WESTMARK WEALTH MANAGEMENT, LLC
Doing business as WESTMARK WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$195,353,027
Discretionary
$65,792,320
Non-discretionary
$129,560,707
Firm details
- CRD number
- 334109
- SEC file number
- 801-131711
- Main office
- PHOENIX, AZ, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.westmarkwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.