# The Western Wealth Group, Inc.

> The Western Wealth Group, Inc. is a state-registered investment advisory firm in Greenwood Village, CO, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 152011
- Filed as: THE WESTERN WEALTH GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152011
- AdvisorCensus page: https://advisorcensus.com/firm/the-western-wealth-group-inc-greenwood-village-co-152011

## Quick answers

**How is The Western Wealth Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Western Wealth Group, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Western Wealth Group, Inc. located?**
The Western Wealth Group, Inc.'s principal office is in Greenwood Village, CO, according to its Form ADV.

**Is The Western Wealth Group, Inc. registered with the SEC or a state?**
The Western Wealth Group, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152011.

**How much does The Western Wealth Group, Inc. manage?**
The Western Wealth Group, Inc. reports $107,336,836 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does The Western Wealth Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (19).

**Does The Western Wealth Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152011

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $107,336,836
- Discretionary: $107,336,836
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $5,981,322 |
| High net worth individuals | 42 | $101,355,514 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [thewesternwealthgroup.com](https://thewesternwealthgroup.com)
- [westernwealthgroup.com](https://westernwealthgroup.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Western Wealth Group, Inc. (CRD 152011): Form ADV filing data as of October 2026.