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| Western Wealth Management LLC
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| |
|---|---|
| CRD # | 283545 |
| SEC # | 801-107762 |
| CIK # | 0001767902 |
| AUM | $3.3 BB (2024-03-27) |
| Employees | 112 (79% Investors, 80% Brokers) |
| Phone | 303-393-2404 |
| Address | 14143 Denver Pkwy, Golden, CO 80401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| COST | 207.6 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| META | 434.9 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,819 | 1.0 |
| (b) Individuals (high net worth individuals) | 2,302 | 2.1 |
| (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 | 48 | 0.0 |
| (h) Charitable organizations | 36 | 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 | 66 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,833 | 3.3 |
| By Discretionary | ||
| Discretionary | 13,325 | 3.2 |
| Non-Discretionary | 508 | 0.1 |
| Total | 13,833 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 13,833 | 3.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767902] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Creativeone Wealth LLC
✚
|
KS | 3.4 |
|
Cumberland Advisors Inc
✚
|
FL | 3.4 |
|
Matter LLC
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|
MO | 3.4 |
|
Stonex Advisors Inc
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|
AL | 3.3 |
|
NWAM LLC
✚
|
WA | 3.3 |
|
IFG Advisory LLC
✚
|
GA | 3.3 |
|
Capital Asset Advisory Services LLC
✚
|
MI | 3.2 |
|
Simplicity Wealth LLC
✚
|
NJ | 3.2 |
|
Halbert Hargrove Global Advisors LLC
✚
|
CA | 3.2 |
|
GWN Securities Inc
✚
|
FL | 3.1 |