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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 4, 2025 and February 20, 2026, reported AUM increased 17.9%, from $175.5M to $206.9M.
Across 5 reported observations, AUM increased 28.6% between September 8, 2022 and February 20, 2026, from $160.9M to $206.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 229 clients, or 76.3 clients per representative. That equates to $903.5K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lake Hills Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Lake Hills Wealth Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lake Hills Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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