PPrivate Fund Data Log in Join · $37/mo

Western Wealth Management LLC

● SEC registered since 2016CRD 283545SEC# 801-107762Golden, CO
Export (members)
Reg. AUM
$3.94B
Employees
91
Accounts
15,250
Location
Golden, CO

Western Wealth Management LLC assets under management

Western Wealth Management LLC is an investment advisory firm registered with the SEC based in Golden, CO. The firm has been registered since 2016. It reports $3.9 billion in regulatory assets under management and employs 91 people.

Western Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Caden Louisa Russell ControlAdministrative Specialist & Partner25-50%2022
Julie GaffneyDirector Of Accounting & RegistrationsUnder 5%2016
Kara Lynn Jett ControlChief Compliance Officer10-25%2022
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Western Wealth Management LLC manage?

Western Wealth Management LLC reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Western Wealth Management LLC have?

Western Wealth Management LLC reports 91 employees.

Where is Western Wealth Management LLC located?

Western Wealth Management LLC is based in Golden, CO and has been SEC-registered since 2016.

Does Western Wealth Management LLC disclose fund performance?

Western Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14143 Denver Pkwy.,, Ste 450, Golden, CO 80401
Phone3033932404
Fax303-393-2365
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$3.78B
Non-discretionary$163.4M
Total (RAUM)$3.94B