RIA Intel›Advisers›Colorado›WESTERN WEALTH MANAGEMENT LLC

WESTERN WEALTH MANAGEMENT LLC

Advisory

N·GOLDEN, CO

Data as of Jun 1, 2016 · Source: SEC Form ADV

Total AUM

$618M

1-Year AUM Growth

+82.2%

3-Year CAGR

0.0%

Employees

52

Assets Under Management

Total AUM$618M

Discretionary AUM$600M

Non-Discretionary AUM$18M

Discretionary %97.1%

Total Clients—

Team

Total Employees52

Investment Advisers52

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingApr 11, 2013

Latest FilingJun 1, 2016

🔒 Full AUM trend chart and 42 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WESTERN WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.