Western Wealth Management LLC
● SEC registered since 2016CRD 283545SEC# 801-107762Golden, CO
Reg. AUM
$5.36B
Employees
98
Accounts
19,273
Location
Golden, CO
Western Wealth Management LLC assets under management
Western Wealth Management LLC is an investment advisory firm registered with the SEC based in Golden, CO. The firm has been registered since 2016. It reports $5.4 billion in regulatory assets under management and employs 98 people.
Western Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamen Rodney Rothwell | Director Of Ria Compliance | Under 5% | 2023 |
| Caden Louisa Russell Control | Administrative Specialist & Partner | 25-50% | 2022 |
| Julie Gaffney | Director Of Accounting & Registrations | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Western Wealth Management LLC manage?
Western Wealth Management LLC reports $5.4 billion in regulatory assets under management on its Form ADV.
How many employees does Western Wealth Management LLC have?
Western Wealth Management LLC reports 98 employees.
Where is Western Wealth Management LLC located?
Western Wealth Management LLC is based in Golden, CO and has been SEC-registered since 2016.
Does Western Wealth Management LLC disclose fund performance?
Western Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14143 Denver Pkwy.,, Ste 450, Golden, CO 80401 |
| Phone | 3033932404 |
| Fax | 303-393-2365 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.36B▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$5.36Bregulatory AUM
Discretionary $5.12BNon-discretionary $239.3M