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Huey Tac Luu

Westlake Wealth Management LLC

Seattle, WA

Seattle, WA

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Current Employers
Westlake Wealth Management Llc

600 Stewart Street Suite 400, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-13
WA RA APPROVED 2020-07-22
  • CA RA
    APPROVED
    Since 2025-10-13
  • WA RA
    APPROVED
    Since 2020-07-22

Branch Locations

Seattle, WA • United States

600 Stewart Street Suite 400, Seattle, WA 98101 • 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
Ameriprise Financial Services, Llc Seattle WA 12/2000 04/2020
Westlake Wealth Management Llc Seattle WA 07/2020 Present
Previous Registrations
Other Businesses

1. REAL ESTATE OWNERSHIP :SINGLE FAMILY ;SEATTLE, WA 98103;NO;MARCH 2015. 2. INDEPENDENT INSURANCE AGENT, SEATTLE WA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-28
S63 Uniform Securities Agent State Law Examination 1999-07-12
  • S65 Uniform Investment Adviser Law Examination
    2000-08-28
  • S63 Uniform Securities Agent State Law Examination
    1999-07-12
Designations
Other Names
  • Luu Tac Huy

View on SEC IAPD

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