WESTMARK WEALTH MANAGEMENT

Legal name: WESTMARK WEALTH MANAGEMENT, LLC

CRD 334109File 801-131711

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$195.4M

Below cohort median (national)

Discretionary AUM

$65.8M

Non-discretionary $129.6M

Clients

575

1,524 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 3, 2025
Principal office: 5050 NORTH 40TH STREET, STE 140, PHOENIX, AZ, 85018
Phone: 602-887-5179
Website: https://www.westmarkwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $195.4M
Discretionary AUM: $65.8M
Non-discretionary AUM: $129.6M
Discretionary accounts: 65
Non-discretionary accounts: 1,459
Total accounts: 1,524
AUM per client: $340K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	51	$92.8M
Pension and profit sharing plans	32	$66.7M
Individuals (other than high net worth individuals)	492	$35.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

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.