WESTMARK WEALTH MANAGEMENT, LLC

WESTMARK WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 334109). Regulatory assets under management: $195.4M.

Registration

• CRD: 334109
• SEC file number: 801-131711
• Type: Registered investment adviser
• Location: 5050 NORTH 40TH STREET, STE 140, PHOENIX, AZ, 85018
• Phone: 602-887-5179
• Latest filing: 2026-03-10
• Regulatory AUM: $195.4M
• Discretionary AUM: $65.8M
• Non-discretionary AUM: $129.6M
• Clients: 4
• Accounts: 1,524

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search