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LAKE HILLS WEALTH MANAGEMENT, LLC

AUSTIN, TX · CRD 286175 · IAPD ↗ · (512) 580-4740

$206.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — LAKE HILLS WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — LAKE HILLS WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.