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
116

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 owned by an individual. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, manager selection, and educational programming. Fee arrangements include asset-based fees, hourly engagements and fixed-fee work. The firm does not describe itself as an active ESG investor. Citywire listed the firm in its "50 Growers Across America" feature for 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

    CEO/OwnerCRD 4121479

  • CADEN RUSSELL

    Chief Operations OfficerCRD 6882409

  • LISA ESSLINGER

    Chief Strategic Growth OfficerCRD 3248989

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Contacts

3 of 111

  • Ali Barghelame

    Investment Advisor RepresentativeCRD 4963094

  • ROSS BILLOWS

    FounderCRD 4824578

  • BRIDGET HOMMEY

    Registered RepresentativeCRD 1742648

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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$75.9M131,4723.11%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth