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Building 2WESTMARK WEALTH MANAGEMENT

Map pinPHOENIX, AZ
Phone602-887-5179
NotebookSEC #801-131711
Total AUM
$195.4M
Employees
4
Clients
575

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5050 NORTH 40TH STREET
STE 140
PHOENIX
AZ 85018
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
602-887-5179

ReceiptFinancials

Total AUM
$195.4M
Accounts
1,524
Discretionary
$65.8M
Accounts
65
Non-Discretionary
$129.6M
Accounts
1,459

ContactClients

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Individual Clients
492
AUM
$35.9M
HNW Individual Clients
51
AUM
$92.8M
Pension/Profit Sharing Plan Clients
32
AUM
$66.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGAILNYORPATNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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