Western Strategic Assets, L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
118757
Registered since
May 3, 2002

Firm profile

FINTRX

Overview

Western Strategic Assets, L.L.C. is organized as a limited liability company and has been SEC-registered since 2002. Regulatory classification lists the firm as an investment bank; ownership is noted as a combination of a domestic entity and an individual. The firm's filings indicate it does not operate as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures do not specify client types, fee arrangements, or detailed business and advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Donald Woodard

    Donald Woodard

    PresidentCRD 1214213

  • Robert Garza

    Compliance PrincipalCRD 2647459

  • James Georgeadis

    James Georgeadis

    Managing DirectorCRD 5471512

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
3100 W 7th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth