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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.