Western Strategic Assets, L.L.C.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
8
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 is classified in the data as an investment bank. The firm is SEC-registered (initial registration recorded in 2002). Ownership is described as a combination of a domestic entity and an individual. In the provided profile the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The dataset includes no detail on advisory offerings, fee schedules, client segments, or business activities beyond the regulatory and classification fields above, so there is limited visibility into how the firm markets services or structures client engagements.

Assets & Accounts

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 8
  • Christopher Wolf

    Christopher Wolf

    Vice PresidentCRD 7396746

  • Turner Holthaus

    Turner Holthaus

    Managing DirectorCRD 6983412

  • Ryan Hessing

    Managing DirectorCRD 6738326

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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