Westmark Wealth Management
Westmark Wealth Management is an SEC-registered mass-market adviser in Phoenix, AZ with $195.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Westmark Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334109, SEC 801-131711, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $195.4M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Phoenix, AZ
- Employees
- 4
- Clients
- 575
- CRD
- 334109
- Ownership
- KIENLE, ALEXANDER, MICHAEL; FEILER, DAVID, PAUL; SANCHEZ, JEREMYI, RENE
How much AUM does Westmark Wealth Management have?
Westmark Wealth Management reported $195.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Westmark Wealth Management?
Disclosed owners and executives of Westmark Wealth Management include KIENLE, ALEXANDER, MICHAEL, FEILER, DAVID, PAUL, SANCHEZ, JEREMYI, RENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.