WESTLAKE CAPITAL INC

WESTLAKE CAPITAL INC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 105473). Regulatory assets under management: $47.4M.

Registration

• CRD: 105473
• SEC file number: 801-15011
• Type: Registered investment adviser
• Location: 1800 BRIDGEGATE STREET, WESTLAKE VILLAGE, CA, 91361
• Phone: 805-497-3390
• Latest filing: 2025-12-17
• Regulatory AUM: $47.4M
• Discretionary AUM: $14.7M
• Non-discretionary AUM: $32.7M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 105473 on SEC IAPD (source of record)
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