Western Wealth Management LLC

RIASEC RegisteredEst. 2016
Total AUM
$5.4B
Discretionary
$5.1B
96% of AUM
Avg account
$278K
Accounts
19,273
Employees
98
Advisory reps
115

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 registered investment adviser organized as an LLC and operating as a capital allocator to both individuals/families and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses as well as for business and institutional clients, selection and oversight of third‑party managers, pension consulting support, and educational seminars. Its billing mixes asset‑based fees with hourly and fixed‑fee arrangements. Western Wealth Management was registered with the SEC in 2016 and was featured in Citywire’s 2025 "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 23%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents4%
  • Non-Investment Grade Corp Bonds2%
  • US Government Bonds1%

Owners & executives

3 of 5
  • M. Dana

    M. Dana

    CEO/OwnerCRD 4121479

  • Caden Russell

    Caden Russell

    Chief Operations OfficerCRD 6882409

  • Lisa Esslinger

    Lisa Esslinger

    Chief Strategic Growth OfficerCRD 3248989

Unlock 2 more executives →

Contacts

3 of 110
  • Ali Barghelame

    Ali Barghelame

    Investment Advisor RepresentativeCRD 4963094

  • Ross Billows

    Ross Billows

    FounderCRD 4824578

  • Bridget Hommey

    Registered RepresentativeCRD 1742648

Unlock 107 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,542

Active vs passive

$2.4B in ETFs

Passive

73%

$1.8B

Active

19%

$658M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$75.9M131,4723.15%
Unlock additional holdings →

Location

Primary office

Golden, CO

Jefferson

Location

Golden, CO

Headquartered in Golden, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
14143 Denver Pkwy
Time zone
MT (UTC-7)
Office locations

Similar firms

Gilpin Wealth Management LLC

RIA

Golden, CO

AUM $227MTEAM 4REPS 4

Gorham Wealth Management, LLC

RIA

Golden, CO

AUM $14.4MTEAM 1REPS 1

Bear Creek Asset Management, LLC

RIA

Denver, CO

AUM $5.2BTEAM 8REPS 8

1888 Investments, LLC

RIA

Denver, CO

AUM $5.9BTEAM 13REPS 6

Rubicon Technology Management L.L.C.

RIA

Boulder, CO

AUM $4.8BTEAM 37REPS 5

Vision Ridge Partners, LLC

RIA

Boulder, CO

AUM $6.1BTEAM 35REPS 6
More RIAs in Golden →All Colorado RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth