Westmark Wealth Management, Llc
- Regulatory AUM
- $195M
- Discretionary
- $65.8M
- Clients
- 575
- Avg AUM / client
- $340K
- Accounts
- 1,524
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 492 | $35.9M | 18.4% |
| High net worth individuals | 51 | $92.8M | 47.5% |
| Pension and profit sharing plans | 32 | $66.7M | 34.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Michael Kienle | Partner | CFP | Jun 2013 (13y) | 25% – 50% |
| David Paul Feiler | Partner | Jun 2013 (13y) | 25% – 50% | |
| Jeremyi Rene Sanchez | Partner And Chief Compliance Officer | CFP | Jun 2013 (13y) | 25% – 50% |
| Anthony Marcial Parra | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $155M (79% of AUM) Mar 2026
- Charles Schwab & Co. $19.6M (10% of AUM) Mar 2026
- SEI Private Trust $18.5M (9% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗