THE WESTERN WEALTH GROUP, INC.

RIASEC Registered
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$463K
Accounts
232
Employees
1
Advisory reps
1

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
152011
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI94.43%
  • Individuals5.57%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Western Wealth Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. Its client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management. The firm does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 48%, Exchange Traded Equities 31%, Cash & Cash Equivalents 17%, Non-Exchange Traded Equities 2%, US Government Bonds 2%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents17%
  • Non-Exchange Traded Equities2%
  • US Government Bonds2%

Contacts

1 of 1
  • JAHNDAVID TESCHLER

    PresidentCRD 4034292

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

GREENWOOD VILLAGE, CO

ARAPAHOE

Location

GREENWOOD VILLAGE, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
7887 E Belleview Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth