W
$47.4M Total AUM
$14.7M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · UBS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2011
- Office Locations
- 1
Office Locations
1800 Bridgegate Street STE 106 Westlake Village CA
About Westlake Capital INC
Westlake Capital INC is a Westlake Village-based RIA. The firm has been operating for 15 years. Managing $47.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Citibank.
Team overview
-- AVG AGE
$47.4M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES HENRY VARING
Chief Compliance Officer, President
- CRD
- #4321797
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,702,819 | -- |
| Non-Discretionary | $32,729,468 | -- |
| Total | $47,432,287 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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