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WESTERN WEALTH MANAGEMENT LLC
CRD 283545File 801-107762
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.36B
Top 25% of cohort (national)
Discretionary AUM
$5.12B
Non-discretionary $239.3M
Clients
11,253
19,273 accounts
Employees
98
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 31, 2016
- Principal office
- 14143 DENVER PKWY.,, STE 450, GOLDEN, CO, 80401
- Phone
- 3033932404
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.36B
- Discretionary AUM
- $5.12B
- Non-discretionary AUM
- $239.3M
- Discretionary accounts
- 18,748
- Non-discretionary accounts
- 525
- Total accounts
- 19,273
- AUM per client
- $476K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 74 | $79.5M |
| Charitable organizations | 51 | $87.4M |
| High net worth individuals | 3,272 | $3.55B |
| Pension and profit sharing plans | 109 | $153.1M |
| Individuals (other than high net worth individuals) | 7,747 | $1.49B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 91 | 98 | increased by7 |
| Apr 1, 2026 | Clients | 8,964 | 11,253 | increased by2,289 |
| Apr 1, 2026 | AUM | $3,944,223,085 | $5,357,377,284 | increased by$1,413,154,199 |
| Apr 1, 2026 | Accounts | 15,250 | 19,273 | increased by4,023 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 82 | 91 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,057 | 8,964 | increased by1,907 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,642,223,937 | $3,944,223,085 | increased by$1,301,999,148 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10,892 | 15,250 | increased by4,358 |
| Apr 1, 2022 | Employees | 73 | 82 | increased by9 |
| Apr 1, 2022 | Clients | 5,469 | 7,057 | increased by1,588 |
| Apr 1, 2022 | AUM | $1,865,332,018 | $2,642,223,937 | increased by$776,891,919 |
| Apr 1, 2022 | Accounts | 8,423 | 10,892 | increased by2,469 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTERN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTERN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.