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Westlake Wealth Management, LLC

Headquartered in PORTLAND, OR

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Firm Information

Westlake Wealth Management, LLC is an investment advisor with 2 investment advisor representatives. They manage approximately $11,116,232 in assets for 118 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their services include portfolio management for individuals.

Westlake Wealth Management, LLC

$11.12M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WESTLAKE WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

PORTLAND, OR

Advisors at Westlake Wealth Management, LLC

View All 2 Advisors
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Zhe Liao

RA

PORTLAND, OR

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Yong Yang

RA

PORTLAND, OR

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Disclosures

There are no public disclosures for Westlake Wealth Management, LLC.

Frequently Asked Questions (5)

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