Western Strategic Assets, L.L.C.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 118757
- Registered since
- May 3, 2002
Firm profile
FINTRXOverview
Western Strategic Assets, L.L.C. is organized as a limited liability company and has been registered with the SEC since 2002. The firm is classified in the data as an investment bank and its ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multistate adviser, a pension consultant, or a related adviser in the provided material. The available details are limited and do not describe client segments, advisory or business activities, fee structure, or investment strategy. The combination of an investment-bank classification and the sparse advisory disclosures suggests the entity may be operating outside a traditional retail-wealth-advisor model or may have a dormant/limited advisory footprint.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11
Donald Woodard
PresidentCRD 1214213
Robert Garza
Compliance PrincipalCRD 2647459

James Georgeadis
Managing DirectorCRD 5471512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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