WEST END WEALTH MANAGEMENT, LLC

8055 E. Tufts Avenue
Suite 830
Denver, Colorado 80237
Tel: 720-593-9396

About WEST END WEALTH MANAGEMENT, LLC

WEST END WEALTH MANAGEMENT, LLC, formally registered with the SEC as WEST END WEALTH MANAGEMENT, LLC. The firm was established in 04/01/2022. They have over 1 offices throughout the country.

WEST END WEALTH MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $143,456,800 assets under management, offering retirement planning & investment advisory services to 141 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	234791
SEC#	801-123620
Assets Managed by Firm	$143,456,800
No. of Clients	141
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	141	$143,456,800
Individuals (other than high net worth individuals)	19	$6,878,465
High net worth individuals	31	$136,578,335

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