Lake Hills Wealth Management, LLC
● SEC registered since 2021CRD 286175SEC# 801-121498Austin, TX
Reg. AUM
$206.9M
Employees
4
Accounts
749
Location
Austin, TX
Lake Hills Wealth Management, LLC assets under management
Lake Hills Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2021. It reports $206.9 million in regulatory assets under management and employs 4 people.
Lake Hills Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Charles Marino Control | Managing Member, Chief Compliance Officer | 25-50% | 2017 |
| Jason Edward Clevlen Control | Managing Member | 50-75% | 2017 |
Frequently asked questions
How much does Lake Hills Wealth Management, LLC manage?
Lake Hills Wealth Management, LLC reports $206.9 million in regulatory assets under management on its Form ADV.
How many employees does Lake Hills Wealth Management, LLC have?
Lake Hills Wealth Management, LLC reports 4 employees.
Where is Lake Hills Wealth Management, LLC located?
Lake Hills Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2021.
Does Lake Hills Wealth Management, LLC disclose fund performance?
Lake Hills Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX 78730 |
| Phone | (512) 580-4740 |
| Fax | (512) 580-4741 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$206.9M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$206.9Mregulatory AUM
Discretionary $206.9M