W
$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
2 Employees
57 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-26-2010
- Office Locations
- 1
Office Locations
4346 SE Lincoln Street Portland OR
About Westlake Wealth Management, LLC
Westlake Wealth Management, LLC is a Portland-based RIA. The firm has been operating for 15 years. Managing $15.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$273.1K AVG AUM / CLIENT
15.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Y
YONG YANG
--
- CRD
- #4150897
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
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Z
ZHE LIAO
Compliance Supervisor
- CRD
- #5425169
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,565,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,565,614 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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