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LAKE HILLS WEALTH MANAGEMENT, LLC
CRD 286175File 801-121498
APPROVED
Retail clients
Disclosure events
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.9M
Below cohort median (national)
Discretionary AUM
$206.9M
Clients
229
749 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 11, 2021
- Principal office
- 8601 RANCH ROAD 2222, BUILDING 1, SUITE 230, AUSTIN, TX, 78730
- Phone
- (512) 580-4740
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.9M
- Discretionary AUM
- $206.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 749
- Non-discretionary accounts
- 0
- Total accounts
- 749
- AUM per client
- $903K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $540K |
| Charitable organizations | Fewer than 5 | $2K |
| High net worth individuals | 29 | $68.5M |
| Individuals (other than high net worth individuals) | 200 | $137.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.