Westmark Wealth Management, LLC
● SEC registered since 2025CRD 334109SEC# 801-131711Phoenix, AZ
Reg. AUM
$195.4M
Employees
4
Accounts
1,524
Location
Phoenix, AZ
Westmark Wealth Management, LLC assets under management
Westmark Wealth Management, LLC is an investment advisory firm registered with the SEC based in Phoenix, AZ. The firm has been registered since 2025. It reports $195.4 million in regulatory assets under management and employs 4 people.
Westmark Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Michael Kienle Control | Partner | 25-50% | 2013 |
| David Paul Feiler Control | Partner | 25-50% | 2013 |
| Jeremyi Rene Sanchez Control | Partner And Chief Compliance Officer | 25-50% | 2013 |
Frequently asked questions
How much does Westmark Wealth Management, LLC manage?
Westmark Wealth Management, LLC reports $195.4 million in regulatory assets under management on its Form ADV.
How many employees does Westmark Wealth Management, LLC have?
Westmark Wealth Management, LLC reports 4 employees.
Where is Westmark Wealth Management, LLC located?
Westmark Wealth Management, LLC is based in Phoenix, AZ and has been SEC-registered since 2025.
Does Westmark Wealth Management, LLC disclose fund performance?
Westmark 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 | 5050 North 40th Street, Ste 140, Phoenix, AZ 85018 |
| Phone | 602-887-5179 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.4M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$195.4Mregulatory AUM
Discretionary $65.8MNon-discretionary $129.6M