Lake Hills Wealth Management, LLC
Lake Hills Wealth Management, LLC is an SEC-registered mass-market adviser in Austin, TX with $206.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Lake Hills Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286175, SEC 801-121498, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $206.9M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 4
- Clients
- 229
- CRD
- 286175
- Ownership
- CLEVLEN, JASON, EDWARD; MARINO, JACK, CHARLES
How much AUM does Lake Hills Wealth Management, LLC have?
Lake Hills Wealth Management, LLC reported $206.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Lake Hills Wealth Management, LLC?
Disclosed owners and executives of Lake Hills Wealth Management, LLC include CLEVLEN, JASON, EDWARD, MARINO, JACK, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.