Western Wealth Management (WWM) is a hybrid investment advisor registered with the SEC servicing over $852 million in brokerage and advisory assets*. Our goal is to help our Advisors, located all across the country, offer the broadest set of strategies possible to address their clients’ financial needs. We bring a wealth of investment industry experience and wide professional expertise to the table. Beyond providing access to financial products and services, we provide support in assisting our Advisors to follow a disciplined approach to balance risk and return, and we believe that because of this support, our Advisors are able to offer the highest level of service possible.
Currently Advisors are located in Colorado, California, Connecticut, Tennessee, and Texas and rapidly growing.
Western Wealth Management is made up of over 75 Advisors in the LPL Financial Branch of Western Wealth Advisors (WWA), with the office of supervisory jurisdiction located in Golden, Colorado. WWA is home to over 150 independent Financial Advisors. Collectively, WWA / WWM is the largest LPL Financial Branch Office in Colorado, and is ranked in the Top 10 LPL Financial Enterprise groups in the United States**. WWA was founded in 2003 and provides a full-service business model for Financial Advisors looking for a way to take greater control of their professional and personal lives by being independent.
*As of December 31, 2016
**As of 2017, based on Assets Under Management and Gross Dealer Concession.