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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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