A complete list of active advisors currently associated with Lake Hills Wealth Management, LLC

Warmer can help you find a great advisor at Lake Hills Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lake Hills Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.