Western Wealth Management LLC

RIASEC Registered

Total AUM

$5.4B

Discretionary

$5.1B

96% of AUM

Avg account

$278K

Accounts

19,273

Employees

Advisory reps

118

Firm details

Headquarters: Golden, Colorado
CRD number: 283545
Registered since: May 31, 2016
Website: westernwealthadvisors.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.22%
Individuals27.81%
Pension & Profit Sharing Plans2.86%
Charitable Organizations1.63%
Corporations / Businesses1.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Western Wealth Management LLC is an independent, owner-operated registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families, small businesses and institutions. The firm is SEC-registered (registered in 2016) and acts as a capital allocator, sourcing third-party managers and external funds as part of its client solutions. Its service mix includes fee models based on a percentage of AUM as well as hourly and fixed-fee engagements, and the firm runs educational seminars and offers pension consulting and adviser selection services alongside core portfolio management. Western Wealth serves both individual/family and institutional clients and has an advisory emphasis on selecting and allocating to external managers. The firm received placement on Citywire’s “50 Growers Across America” list in 2025.