$195.4M Total AUM
$65.8M Disc. AUM
-- 3Y CAGR
4 Employees
575 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2025
- Office Locations
- 1
Office Locations
5050 N 40th ST STE 140 Phoenix AZ
About Westmark Wealth Management
Westmark Wealth Management, LLC is a Phoenix-based, fee-only, independent SEC-registered RIA providing comprehensive planning and investment management focused on retirement planning, asset protection, and legacy/wealth transfer. The team works with physicians, business owners, and retirees, using a CFP Board-aligned 4-step process (identify, plan, implement, monitor) and ongoing plan adjustments as goals and markets change.
Team overview
38 AVG AGE
$48.8M AVG AUM / ADVISOR
$339.7K AVG AUM / CLIENT
1.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Technology
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Owner & Executives
D
DAVID PAUL FEILER
PARTNER
- CRD
- #4733803
- Ownership
- 25% but less than 50%
Available
Available
Available
A
ALEXANDER MICHAEL KIENLE
PARTNER
- CRD
- #4564670
- Ownership
- 25% but less than 50%
Available
Available
Available
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A
ANTHONY MARCIAL PARRA
Financial Professional
- CRD
- #5891157
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,792,320 | $1,012,190 |
| Non-Discretionary | $129,560,707 | $88,801 |
| Total | $195,353,027 | $128,184 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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