Westlake Wealth Management, LLC

Westlake Wealth Management, LLC (CRD# 155316) is a financial advisory firm headquartered in Portland, OR. They manage $11,116,232 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4346 Se Lincoln Street, Portland, OR 97215
http://www.westlakewm.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $94,205
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
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, financial advisor Portland OR
Zhe Liao
CRD#: 5425169
4346 Se Lincoln Street, Portland, OR 97215

Zhe Liao (CRD# 5425169) is an Investment Advisor Representative working at Westlake Wealth Management, LLC in Portland, OR and has over 16 years of experience in the finance industry.

2
Yong Yang, financial advisor Portland OR
Yong Yang
CRD#: 4150897
4346 Se Lincoln Street, Portland, OR 97215

Yong Yang (CRD# 4150897) is an Investment Advisor Representative working at Westlake Wealth Management, LLC in Portland, OR and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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