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Building 2WESTERN WEALTH MANAGEMENT LLC

Map pinGOLDEN, CO
Phone303-393-2445
NotebookSEC #801-77969
Total AUM
$617.9M
Employees
52
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14143 DENVER WEST PARKWAY
SUITE 510
GOLDEN
CO 80401
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
303-393-2445

ReceiptFinancials

Total AUM
$617.9M
Accounts
3,230
Discretionary
$600.2M
Accounts
3,105
Non-Discretionary
$17.7M
Accounts
125

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAMAMDNHNJNMNYOHPATNTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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