| 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 |
Westmark Wealth Management, LLC reports $160 million in regulatory assets under management on its Form ADV.
Westmark Wealth Management, LLC reports 4 employees.
Westmark Wealth Management, LLC is based in Phoenix, AZ and has been SEC-registered since 2025.
Westmark Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $36M |
| Non-discretionary | $124M |
| Total (RAUM) | $160M |