SourcingSourcing

WESTMARK WEALTH MANAGEMENT, LLC

C41
CRD 334109·SEC 801-131711·PHOENIX, AZ
AUM
$195.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$586K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTMARK WEALTH MANAGEMENT, LLC
CRD
334109
SEC file #
801-131711
EIN
—
DBA names
Westmark Wealth Management

Economics

AUM
$195.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$160.0M → $195.4M▲ +22%
Client mix
Individuals Other492
Individuals High Net Worth51
Pension Profit Sharing Plans32

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
westmarkwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FEILER, DAVID, PAUL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FEILER, DAVID, PAUL
KIENLE, ALEXANDER, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WESTMARKWEALTH.COM
Rdap Domain Creation Date
2013-07-24T21:56:54Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3943
Soi Zip Pct 200k Plus
0.2324
Soi Zip Returns 200k Plus
4,190
Soi Zip Total AGI
4,413,716
Fdic Zip Total Deposits
51,337,519,000
Fdic Zip Branch Count
408
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationPhoenix, AZ
Bank One, Arizona, National AssociationPhoenix, AZ
Fdic Zip HHI
1402.94
Fdic Zip Top Bank Share Pct
31.49
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-24T21:56:54Z
Rdap Domain Last Changed
2023-07-25T09:13:25Z
Rdap Nameservers
Beau.ns.cloudflare.comLucy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,846
Returns3,480
Stub 2
AGI126,743
Returns3,380
Stub 3
AGI155,794
Returns2,540
Soi Zip Total Business Income
151,669
Soi Zip Total Cap Gains
838,682
Soi Zip Total Dividends
155,677
Soi Zip Total Returns
18,030
Top Owner CRD
4733803
Trust Company Affiliate
No

People (4)

4
SANCHEZ, JEREMYI, RENE
IAR · Direct Owner · 37.5%
5532992
FEILER, DAVID, PAUL
IAR · Direct Owner · 37.5%
4733803
KIENLE, ALEXANDER, MICHAEL
IAR · Direct Owner · 37.5%
4564670
ANTHONY MARCIAL PARRA
IAR
5891157