WESTERN WEALTH MANAGEMENT LLC

14143 Denver Pkwy.,
Ste 450
Golden, Colorado 80401
Tel: 3033932404

About WESTERN WEALTH MANAGEMENT LLC

WESTERN WEALTH MANAGEMENT LLC, formally registered with the SEC as WESTERN WEALTH MANAGEMENT LLC. The firm was established in 05/31/2016. They have over 41 offices throughout the country.

WESTERN WEALTH MANAGEMENT LLC is a Golden, Colorado based Financial Planning firm with nearly $3,250,103,126 assets under management, offering retirement planning & investment advisory services to 13833 clients. The firm is staffed with 112 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283545
SEC#	801-107762
Assets Managed by Firm	$3,250,103,126
No. of Clients	13833
No. of Advisors	112

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	13833	$3,250,103,126
Individuals (other than high net worth individuals)	5819	$1,024,261,076
High net worth individuals	2302	$2,118,061,793
Pension and profit sharing plans	48	$21,443,624
Charitable organizations	36	$44,621,696
Corporations or other businesses	66	$41,714,937

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