WESTLAKE WEALTH MANAGEMENT, LLC

WESTLAKE WEALTH MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 155316). Regulatory assets under management: $15.6M.

Registration

• CRD: 155316
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 155316 on SEC IAPD (source of record)
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