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WESTERN WEALTH MANAGEMENT LLC
GOLDEN, CO
3033932404
SEC #801-107762Total AUM
$5.4B
Employees
98Clients
11,253Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14143 DENVER PKWY.,
STE 450
GOLDEN
CO 80401
United States
STE 450
GOLDEN
CO 80401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
3033932404
Other Offices
40
Financials
Total AUM
$5.4B
Accounts
19,273Discretionary
$5.1B
Accounts
18,748Non-Discretionary
$239.3M
Accounts
525
Clients
Individual Clients
7,747AUM
$1.5B
HNW Individual Clients
3,272AUM
$3.5B
Pension/Profit Sharing Plan Clients
109AUM
$153.1M
Charitable Organization Clients
51AUM
$87.4M
Corporation or Business Clients
74AUM
$79.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.