This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-20-2020
- Office Locations
- 2
Office Locations
About Westlake Wealth Management LLC
Westlake Wealth Management is a Seattle-based RIA providing financial planning and ongoing portfolio management for individuals and families, including business owners, entrepreneurs, and retirees. The firm emphasizes goals-based, risk-aware asset allocation, using a mix of ETFs, mutual funds, and fixed income. Independent, principal-led practice with custody relationships at Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WINSTON CHEN
Chief Compliance Officer, Principal
- CRD
- #4023611
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER DAVID GEMMILL
Principal
- CRD
- #2575876
Timothy Htoo-Tha Khin
Financial Advisor
- CRD
- #2316775
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,813,821 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,813,821 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing