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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 Oct 1, 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
- Website
- https://www.lakehillswm.com/
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 237 | 229 | decreased by8 |
| Mar 1, 2026 | AUM | $175,459,087 | $206,898,245 | increased by$31,439,158 |
| Mar 1, 2026 | Accounts | 742 | 749 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 227 | 237 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $160,866,640 | $175,459,087 | increased by$14,592,447 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 694 | 742 | increased by48 |
| Mar 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Mar 1, 2022 | Clients | 194 | 227 | increased by33 |
| Mar 1, 2022 | AUM | $117,500,000 | $160,866,640 | increased by$43,366,640 |
| Mar 1, 2022 | Accounts | 590 | 694 | increased by104 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LAKE HILLS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAKE HILLS” may also match similarly-named firms). Confirm identity against each filing.
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.