# WESTLAKE WEALTH MANAGEMENT, LLC

WESTLAKE WEALTH MANAGEMENT, LLC of ROANOKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 295033
- Type: SEC-registered investment adviser
- SEC file number: 801-113142
- Location: 310 S. OAK STREET, SUITE 208, ROANOKE, TX, 76262
- Phone: 6828886144
- Latest filing: 2019-03-20
- Regulatory AUM: $16.0M
- Discretionary AUM: $16.0M
- Clients: 4
- Accounts: 146

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Fessler Michael Dean | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Matthews JR | MANAGING MEMBER; MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| MATTHEWS JAMES | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/295033/brochure
- Similar advisers: https://search.stillhousedata.com/firm/295033/similar
- Related entities: https://search.stillhousedata.com/firm/295033/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/295033

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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.