Westlake Wealth Management LLC

Huey Luu is a CFP® with 26 years of industry experience, currently serving as an advisor at Westlake Wealth Management LLC since 2020. Prior to this, he worked for Ameriprise Financial Services, LLC for 20 years. In addition to his advisory role, he is a licensed independent insurance agent. Westlake Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and fiduciary retirement rollover advice. The firm employs investment strategies based on technical and fundamental analysis as well as modern portfolio theory, and it is notable for its explicit disclosure and use of options and derivatives in client accounts.

Winston Chen is a financial advisor at Westlake Wealth Management LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Westlake Wealth Management since 2020, following an eight-year tenure at Apic. Westlake Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, offering both discretionary and non-discretionary arrangements tailored to client objectives. The firm employs a range of investment strategies, including the use of options and derivatives, and manages approximately $61.7 million for about 97 clients.

Timothy Khin is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 1993. Outside of his advisory role, he is also a licensed real estate agent with Preview Properties. Ameriprise provides retirement-income planning services targeted to individuals nearing or in retirement with substantial investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Gemmill is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has worked at Westlake Wealth Management LLC since 2021 and previously spent 22 years with Ameriprise Financial Services, Inc. Gemmill serves as President of the Alterra Condo Owners Association in Seattle. Westlake Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, offering tailored investment strategies that include equities, mutual funds, ETFs, and options. The firm employs both technical and fundamental analysis along with modern portfolio theory, managing approximately $61.7 million for about 97 clients.