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| Keyboard |
| Westmark Wealth Management LLC
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|---|---|
| CRD # | 334109 |
| SEC # | 801-131711 |
| CIK # | |
| AUM | 195.4 M (2026-03-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 602-887-5179 |
| Address | 5050 North 40th Street Phoenix, AZ 85018 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 492 | 35.9 |
| (b) Individuals (high net worth individuals) | 51 | 92.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 66.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,524 | 195.4 |
| By Discretionary | ||
| Discretionary | 65 | 65.8 |
| Non-Discretionary | 1,459 | 129.6 |
| Total | 1,524 | 195.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.4 | |
| Total | 1,524 | 195.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Goyette Financial Planning Inc
✚
|
CA | 196.7 M |
|
Friedenthal Financial LLC
✚
|
NJ | 196.4 M |
|
Grand Central Investment Group LLC
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|
FL | 196.2 M |
|
Reyes Financial Architecture Inc
✚
|
CA | 196.2 M |
|
Trueman Brown LLC
✚
|
IL | 196.1 M |
|
Monson Wealth Management LLC
✚
|
196.0 M | |
|
TEPP RIA LLC
✚
|
NJ | 195.7 M |
|
RMR Wealth Management
✚
|
NY | 195.4 M |
|
Neil Jesani Wealth Management LLC
✚
|
FL | 194.2 M |
|
Innovative Advisory Group LLC
✚
|
MA | 194.0 M |