# Lake Hills WM

> Lake Hills WM (iPhone/iPad app by Lake Hills Wealth Management.)

- Source: https://appshunter.io/ios/app/lake-hills-wm/id1246807474 (this page in markdown: same URL + `.md`)
- Developer: [Lake Hills Wealth Management](https://appshunter.io/developer/1246807472)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: American English
- Released: 2017-06-11
- Data updated: 2026-01-17
- User reviews in markdown: https://appshunter.io/ios/app/lake-hills-wm/id1246807474/reviews.md

## What is Lake Hills WM?

This Mobile App is exclusively for clients of Lake Hills Wealth Management. Downloading the app allows you to view account holdings, balances, performance, and other portfolio information.


## Version history (last 4 releases)

### 5.14.1 — 2024-10-13

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 4.3.0 — 2020-11-20

Updates to available integrations

### 3.3.0 — 2017-10-04

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

### 3.25 — 2017-06-11

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-01-17.*