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Yong Yang

Westlake Wealth Management, LLC

Portland, OR

CRD 4150897

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Employer firm

Westlake Wealth Management, LLC CRD 155316

$15.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Westlake Wealth Management, Llc

4346 Se Lincoln Street, Portland, OR 97215 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2010-11-04
  • OR RA
    APPROVED
    Since 2010-11-04

Branch Locations

4346 Se Lincoln Street, Portland, OR 97215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westlake Wealth Management, Llc Portland OR 04/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-05
S63 Uniform Securities Agent State Law Examination 2001-11-30
  • S66 Uniform Combined State Law Examination
    2008-11-05
  • S63 Uniform Securities Agent State Law Examination
    2001-11-30
Other Names
  • Eric Yang

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

More in Portland, OR

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