| 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 |
Lake Hills Wealth Management, LLC reports $175.5 million in regulatory assets under management on its Form ADV.
Lake Hills Wealth Management, LLC reports 4 employees.
Lake Hills Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2021.
Lake Hills Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $166.8M |
| Non-discretionary | $8.7M |
| Total (RAUM) | $175.5M |