Partner · Westmark Wealth Management
Alexander M. Kienle
CRD 4564670 · Named on Form ADV at one SEC-registered adviser
At a glance
Westmark Wealth Management, an SEC-registered wealth manager based in Phoenix, AZ with $195 million in regulatory assets, lists Alexander M. Kienle on its Form ADV as Partner, a control person.
Firms and roles
- Westmark Wealth ManagementPartnerWealth manager · Phoenix, AZ · $195M in regulatory assets
AtlasMembers
Alexander’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeremyi R. SanchezPartner and Chief Compliance Officer, Westmark Wealth Management
- David P. FeilerPartner, Westmark Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.