Witter & Westlake Investments

Witter & Westlake Investments (CRD# 134774) is a financial advisory firm headquartered in Louisville, KY. They manage $8,500,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $170,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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.

KY

Financial Advisors at Witter & Westlake Investments
Showing 1 - 2 of 2 top financial advisors.
1
Rodney S. Westlake
CRD#: 4933339
8517 Brownsboro Rd, Louisville, KY 40241
93
Wealthminder
score

Rodney Westlake (CRD# 4933339) is an Investment Advisor Representative working at Witter & Westlake Investments in Louisville, KY and has over 11 years of experience in the finance industry.

2
Lon L. Witter
CRD#: 821135
8517 Brownsboro Rd, Louisville, KY 40241
93
Wealthminder
score

Lon Witter (CRD# 821135) is an Investment Advisor Representative working at Witter & Westlake Investments in Louisville, KY and has over 24 years of experience in the finance industry.

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