# WESTLAKE WEALTH MANAGEMENT, LLC

WESTLAKE WEALTH MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 155316
- Type: SEC-registered investment adviser
- Location: 4346 SE LINCOLN STREET, PORTLAND, OR, 97215
- Phone: 888-596-8892
- Latest filing: 2026-03-30
- Regulatory AUM: $15.6M
- Discretionary AUM: $15.6M
- Clients: 2
- Accounts: 57

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155316/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155316/similar
- Related entities: https://search.stillhousedata.com/firm/155316/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155316

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.