MARK L. WESTERMAN, CPA

MARK L. WESTERMAN, CPA is an SEC-registered investment adviser (CRD 141887). Regulatory assets under management: $74.0M.

Registration

• CRD: 141887
• Type: Registered investment adviser
• Phone: 361-575-5627
• Latest filing: 2026-03-24
• Regulatory AUM: $74.0M
• Non-discretionary AUM: $74.0M
• Clients: 1
• Accounts: 41

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141887 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search