Westlake Wealth Management, LLC

Westlake Wealth Management, LLC (CRD# 155316) is a financial advisory firm headquartered in Beaverton, OR. They manage $11,478,119 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $105,304
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Westlake Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Zhe Liao
CRD#: 5425169
1915 Nw Amberglen Pkwy, Suite 400, Beaverton, OR 97006
93
Wealthminder
score

Zhe Liao (CRD# 5425169) is an Investment Advisor Representative working at Westlake Wealth Management, LLC in Beaverton, OR and has over 8 years of experience in the finance industry.

2
Yong Yang
CRD#: 4150897
1915 Nw Amberglen Pkwy, Suite 400, Beaverton, OR 97006
93
Wealthminder
score

Yong Yang (CRD# 4150897) is an Investment Advisor Representative working at Westlake Wealth Management, LLC in Beaverton, OR and has over 15 years of experience in the finance industry.

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