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| Western Wealth Management LLC
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|
|---|---|
| CRD # | 283545 |
| SEC # | 801-107762 |
| CIK # | 0001767902 |
| AUM | $5.4 B (2026-06-09) |
| Employees | 98 (97% Investors, 81% Brokers) |
| Phone | 303-393-2404 |
| Address | 14143 Denver Pkwy, Golden, CO 80401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,747 | 1.5 |
| (b) Individuals (high net worth individuals) | 3,272 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 109 | 0.2 |
| (h) Charitable organizations | 51 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 74 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19,273 | 5.4 |
| By Discretionary | ||
| Discretionary | 18,748 | 5.1 |
| Non-Discretionary | 525 | 0.2 |
| Total | 19,273 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 19,273 | 5.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767902] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stratos Wealth Advisors LLC
✚
|
OH | 5.6 |
|
Stacey Braun Associates Inc
✚
|
NY | 5.5 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.5 |
|
Frontier Asset Management LLC
✚
|
WY | 5.5 |
|
Sentry Management Inc
✚
|
TX | 5.4 |
|
Pension Consultants Inc
✚
|
MO | 5.4 |
|
Integrity Alliance LLC
✚
|
IA | 5.4 |
|
Alera Investment Advisors LLC
✚
|
IL | 5.3 |
|
Linscomb Wealth Inc
✚
|
TX | 5.2 |
|
Asset Strategy Consultants LLC
✚
|
MD | 5.2 |