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| Happy Holidays!! thanks for using AUM13F!! |
| West End Wealth Management LLC
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|---|---|
| CRD # | 234791 |
| SEC # | 801-123620 |
| CIK # | |
| AUM | $143.5 M (2025-01-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-593-9396 |
| Address | 8055 E Tufts Avenue Denver, CO 80237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.9 |
| (b) Individuals (high net worth individuals) | 31 | 136.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 141 | 143.5 |
| By Discretionary | ||
| Discretionary | 141 | 143.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 141 | 143.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.5 | |
| Total | 141 | 143.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Patrick Financial Group LLC
✚
|
MI | 0.1 |
|
Wheat Givens Financial LLC
✚
|
TX | 0.1 |
|
Wager Wealth Management and Financial Planning LLC
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0.1 | |
|
Real TALK Capital LLC
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|
TN | 0.1 |
|
Newcorp Financial Services Inc
✚
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GA | 0.1 |
|
Merited Wealth LLC
✚
|
FL | 0.1 |
|
Liberty Asset Management Inc
✚
|
IL | 0.1 |
|
KEEN Capital LLC
✚
|
0.1 | |
|
Breakwater Capital LLC
✚
|
MI | 0.1 |
|
James I Black & Company
✚
|
FL | 0.1 |