Lake Hills Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
8601 Ranch Road 2222, Building 1, Suite 230
Austin TX 78730
Advisors at this office
3
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.
Quick links
Advisors at this firm
Kurt G
Series 63, Series 66
Austin, TX
Lake Hills Wealth Management, LLC
Kurt Gunter is a financial advisor at Lake Hills Wealth Management, LLC in Austin, TX, holding Series 63 and Series 66 designations with 29 years of industry experience. Prior to joining Lake Hills Wealth Management in 2020, he worked at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management approach using five core model portfolios and a systematic “risk on/risk off” overlay, implementing strategies primarily through ETFs, stocks, bonds, and selectively using derivatives in client accounts.
Jason C
CFP®, Series 66
Austin, TX
Lake Hills Wealth Management, LLC
Jason Clevlen is a CFP® with 22 years of industry experience, currently serving as an advisor at Lake Hills Wealth Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the founder and member of Lake Hills Masterminds, a professional development organization focused on finance and group facilitation. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management approach using quantitative and technical methods, and it is notable for its rules-based use of derivatives within client accounts.
Jack M
CFP®, Series 66
Austin, TX
Lake Hills Wealth Management, LLC
Jack Marino is a CFP® with 21 years of experience in the financial industry. He has worked at Lake Hills Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, Marino is the founder and CEO of Fin & Forest, LLC, where he serves as a fractional CFO, and he also founded Lake Hills Masterminds, LLC, a professional development organization focused on general management and group facilitation. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management process using model portfolios and a systematic overlay driven by economic and technical indicators, including the use of derivatives in certain accounts.
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