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WESTMARK WEALTH MANAGEMENT

PHOENIX, AZ · CRD 334109 · IAPD ↗ · westmarkwealth.com · 602-887-5179

$195.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WESTMARK WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
February 2025 — WESTMARK WEALTH MANAGEMENT (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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