This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.66 fund_share=0.0 institutional_share=0.34 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$195MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$65.8M

Private client RAUM

$129MderivedItem 5.D individuals plus high net worth individuals

Private client share

66%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$48.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,524

Individual clients

492

High net worth clients

51

SEC number

801-131711

CRD

334109

Filings on the tape

6

First filed

Nov 26, 2024

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, AZ

Website

westmarkwealth.com

• Occurred

  Jan 6, 2025
  Team lift-out

  4 advisors left Next Financial Group, Inc. (Phoenix, AZ) for Westmark Wealth Management on the same day

  Form ADVobserved 5 days ago
  4 advisors
• Occurred

  Nov 26, 2024
  First Form ADV filing

  Westmark Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cfa689dd-9bb6-279f-e710-991dde788ab9

First observed

Nov 26, 2024

Last observed

Mar 10, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.