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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2017
- Office Locations
- 2
Office Locations
About Lake Hills Wealth Management, LLC
Lake Hills Wealth Management is a commission-free fiduciary wealth manager serving families and widows/widowers, combining financial roadmaps, tax reduction planning, and wealth preservation. The firm emphasizes adaptive investing and tested risk management—using proprietary indicators to adjust portfolio risk with economic cycles—implemented largely with ETFs. Austin, TX-based; uses eMoney and Orion for planning and portfolio management.
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Owner & Executives
JASON EDWARD CLEVLEN
Managing Member, Private Wealth Advisor
- CRD
- #4658819
- Ownership
- 50% but less than 75%
JACK CHARLES MARINO JR
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #4663952
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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KURT JASON GUNTER
Private Wealth Advisor
- CRD
- #2747789
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,898,245 | $276,233 |
| Non-Discretionary | $0 | -- |
| Total | $206,898,245 | $276,233 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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