Westmark Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 10, 2026, reports $195M in regulatory assets under management, 4 employees, and 1,524 accounts.
Assets Under Management
$195M
Employees
4
Offices
--
Total Clients
575
Primary office
PHOENIX, AZ
5050 NORTH 40TH STREET, STE 140, PHOENIX, AZ, United States
Top client segmentIndividuals represent 85.6% of total clients.
Top client categories% of clientsClients
1
Individuals
85.6%
492
2
HNWI
8.9%
51
3
Pension Plans
5.6%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of March 10, 2026
Discretionary33.7%
$66M
34% of total RAUM33.7%
Non-discretionary66.3%
$130M
66% of total RAUM66.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$195M
Total Accounts1,524
10Y AUM Change+$195M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee144:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.