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Home > Retirement Planners > texas > austin > LAKE HILLS WEALTH MANAGEMENT, LLC
LAKE HILLS WEALTH MANAGEMENT, LLC
8601 Ranch Road 2222
Building 1, Suite 230
Austin, Texas 78730
Tel: (512) 580-4740
About LAKE HILLS WEALTH MANAGEMENT, LLC
LAKE HILLS WEALTH MANAGEMENT, LLC, formally registered with the SEC as LAKE HILLS WEALTH MANAGEMENT, LLC. The firm was established in 06/11/2021. They have over 1 offices throughout the country.
LAKE HILLS WEALTH MANAGEMENT, LLC is a Austin, Texas based Financial Planning firm with nearly $167,593,500 assets under management, offering retirement planning & investment advisory services to 738 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286175 |
| SEC# | 801-121498 |
| Assets Managed by Firm | $167,593,500 |
| No. of Clients | 738 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 738 | $167,593,500 |
| Individuals (other than high net worth individuals) | 185 | $79,723,500 |
| High net worth individuals | 38 | $87,870,000 |
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