Lake Hills Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$206,898,245
Total clients
229
13% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
76
Average account size
$903,486
About
Lake Hills Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, qualified retirement plans, foundations and other institutions. As of December 31, 2025 the firm reported $206,898,245 in assets under management across 742 accounts and maintains a $1,000,000 account minimum that may be waived in certain circumstances.
The firm combines fundamental, modern portfolio theory, technical and cyclical analysis to run five core model portfolios and routinely adjusts equity exposure based on a basket of economic and technical indicators. Portfolio construction emphasizes low‑cost, liquid positions (ETFs, stocks, bonds) and quantitative/technical screening, with ongoing monitoring and rebalancing under discretionary authority and custody through Charles Schwab.
Distinctive for a firm of its size, Lake Hills uses derivatives and other instruments (including options, futures or swaps in separately managed accounts) as part of its investment toolkit and implements explicit equity caps for each model (ranging from 25% to 100%) to manage “risk on”/“risk off” shifts. The firm also supplements its internal research with third‑party research and applies quantitative back‑testing to screen individual positions before technical evaluation.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning services up to $1,200 maximum for standalone financial planning
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,999,999: 0.80% annually $3,000,000 - $4,999,999: 0.60% annually $5,000,000+: 0.45% annually
$250 per hour for financial planning services
Account minimum: $1,000,000 Fee-only: Fixed fee for financial planning services based on hourly rate of $250/hour, not to exceed $1,200 for standalone financial planning services.
Main office location
Lake Hills Wealth Management, LLC
8601 Ranch Road 2222, Building 1, Suite 230
Austin TX 78730, United States
Number of offices
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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