SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Lake Hills Wealth Management, LLC
Austin, TX
CRD 286175
Firm filing updated February 20, 2026 ·
- $206.9MAssets
- 3Advisory staff
- 749Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals200
- High net worth individuals29
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 200 | $137.8 million |
| High net worth individuals | 29 | $68.5 million |
| Charitable organizations | Fewer than 5 clients | $2,470 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $540,000 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$206.9 million
- Accounts749
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 286175, SEC file 801-121498.
- Registered with the SEC as an investment advisor (status date on record: June 11, 2021).
Is Lake Hills Wealth Management, LLC a fiduciary?
Short answer: Lake Hills Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.