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| Happy Holidays!! thanks for using AUM13F!! |
| Western Wealth Management LLC
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| CRD # | 283545 |
| SEC # | 801-107762 |
| CIK # | 0001767902 |
| AUM | $3.9 B (2025-04-15) |
| Employees | 91 (97% Investors, 86% Brokers) |
| Phone | 303-393-2404 |
| Address | 14143 Denver Pkwy, Golden, CO 80401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001767902 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,257 | 1.1 |
| (b) Individuals (high net worth individuals) | 2,532 | 2.6 |
| (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 | 57 | 0.0 |
| (h) Charitable organizations | 42 | 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 | 76 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 15,250 | 3.9 |
| By Discretionary | ||
| Discretionary | 14,726 | 3.8 |
| Non-Discretionary | 524 | 0.2 |
| Total | 15,250 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 15,250 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767902] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M Holdings Securities Inc
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|
OR | 4.1 |
|
Beacon Capital Management Inc
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|
OH | 4.1 |
|
Osaic Institutions Inc
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CT | 4.0 |
|
Capital Asset Advisory Services LLC
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|
MI | 4.0 |
|
IFG Advisory LLC
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|
GA | 4.0 |
|
Thurston Springer Advisors LLC
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|
IN | 4.0 |
|
Willis Investment Counsel Inc
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|
GA | 4.0 |
|
Meridian Wealth Management LLC
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|
KY | 3.9 |
|
Goelzer Investment Management Inc
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|
IN | 3.8 |
|
NWF Advisory Services Inc
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|
CA | 3.8 |