The WESTERN WEALTH MANAGEMENT is a privately held investment adviser that advises $5.36Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WESTERN WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 187.21% over the last 5-years.
The Group has been registered with the SEC for 10.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 36 office locations with their Headquarters at 14143 DENVER PKWY., STE 450, GOLDEN, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 98 employees comprised of 95 investment and 3 non-investment staff. The total number of Employees increased by 34.25% over the last 5-years.
Their $5.36Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 234 other accounts. Assets of High Net Worth Individuals clients own $3.55Bn or 66.22% of Total Assets and Individuals own $1.49Bn or 27.81% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WESTERN WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.