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
115

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, privately owned registered investment adviser formed in 2016 that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of fee models — percentage of AUM, hourly, and fixed fees — and lists a broad advisory platform that includes financial planning, portfolio management for individuals and for businesses or institutions, pension consulting services, selection of other advisers, and client education through seminars and workshops. Western Wealth does not position itself as an active ESG investor. The firm was named to Citywire’s “50 Growers Across America” list in 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

    M. Dana

    CEO/OwnerCRD 4121479

  • Caden Russell

    Caden Russell

    Chief Operations OfficerCRD 6882409

  • Lisa Esslinger

    Lisa Esslinger

    Chief Strategic Growth OfficerCRD 3248989

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Contacts

3 of 110
  • Ali Barghelame

    Ali Barghelame

    Investment Advisor RepresentativeCRD 4963094

  • Ross Billows

    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 777

Active vs passive

$2.8B in ETFs

Passive

72%

$2B

Active

19%

$784M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$91.8M124,6313.32%
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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