What departments does Westlake Wealth Management have?

Westlake Wealth Management has employees across 1 departments including Finance.

What is the largest department at Westlake Wealth Management?

The largest department at Westlake Wealth Management is Finance with 1 employees.

Where are Westlake Wealth Management employees located globally?

Westlake Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Westlake Wealth Management's team size changed over time?

Westlake Wealth Management's team has decreased from approximately 4 to 3 employees based on available data.

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Westlake Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Westlake Wealth Management is a financial services firm located in Roanoke, Texas, offering comprehensive portfolio management, financial planning, asset management, and retirement plan consulting. The firm serves residents of Roanoke and the surrounding communities, helping clients establish, secure, and grow their wealth through a range of advisory services delivered by credentialed professionals.

Westlake Wealth Management Global Highlights

North America
7

United States Of America
7

Westlake Wealth Management's Leadership

J. M.
Managing Partner And Chief Executive Officer
Mobile Phone
Email
M. F.
Managing Partner
Mobile Phone
Email
R. H.
Financial Advisor, Director
Mobile Phone
Email
S. M.
Bookkeeper
Mobile Phone
Email
S. M.
Bookkeeper
Mobile Phone
Email
J. O.
Executive
Mobile Phone
Email

Westlake Wealth Management Employee Metrics

100%

50%

2026

2025

Accounting
Business
Business Development
Administrative
Analytics
Other
Banking
Arts & Design

Contact profiles from Westlake Wealth Management

Name

Title

Contact Info

Location

Last Update

M. F.
Managing Partner
Mobile Phone
Email
United StatesTexas
May 28, 2026
J. M.
Managing Partner And Chief Executive Officer
Mobile Phone
Email
United StatesTexas
Jun 08, 2025
R. H.
Financial Advisor, Director
Mobile Phone
Email
Jul 30, 2024
S. M.
Bookkeeper
Mobile Phone
Email
Jun 25, 2025
S. M.
Bookkeeper
Mobile Phone
Email
United StatesTexas
Apr 13, 2026
J. O.
Executive
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Westlake Wealth Management known for?

Westlake Wealth Management was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 310 South Oak Street Roanoke, Texas 76262 United States. Explore Westlake Wealth Management's company overview page for more information.

What is Westlake Wealth Management's most common email format?

Westlake Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Westlake Wealth Management email formats with LeadIQ.

How many employees does Westlake Wealth Management have currently?

Westlake Wealth Management has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Westlake Wealth Management's key employees and leadership?

As of May 2026, Westlake Wealth Management's key employees include:

Managing Partner And Chief Executive Officer: J. M.
Managing Partner: M. F.
Financial Advisor, Director: R. H.
Bookkeeper: S. M.
Bookkeeper: S. M.

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Westlake Wealth Management Employee Directory

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