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Building 2LAKE HILLS WEALTH MANAGEMENT, LLC

Map pinAUSTIN, TX
Phone(512) 580-4740
NotebookSEC #801-121498
Total AUM
$206.9M
Employees
4
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8601 RANCH ROAD 2222
BUILDING 1, SUITE 230
AUSTIN
TX 78730
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(512) 580-4740
Other Offices
1

ReceiptFinancials

Total AUM
$206.9M
Accounts
749
Discretionary
$206.9M
Accounts
749
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$137.8M
HNW Individual Clients
29
AUM
$68.5M
Charitable Organization Clients
1
AUM
$2.5K
Corporation or Business Clients
1
AUM
$540K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
TX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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