Western Wealth Management LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$5,357,377,284 as of October 2026, filing dated June 9, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ADVANCED DIVORCE SOLUTIONS, LLC, AFFINITY WEALTH MANAGEMENT GROUP, ALLOCATED FINANCIAL PLANNING, APRISENT FINANCIAL GROUP, BAGULLY WEALTH MANAGEMENT, BEYOND WEALTH ADVISORS, BILLOWS FINANCIAL, BLANCHARD WEALTH MANAGEMENT, BWA FINANCIAL, CASTLE PINES WEALTH MANAGEMENT GROUP, CASTLE ROCK PRIVATE WEALTH LLC, CLEARFOCUS WEALTH ADVISORS, CORNERSTONE WEALTH MANAGEMENT, CREEKSTONE FINANCIAL CONSUTLING, D. FRANK & ASSOCIATES, DC & ASSOCIATES, INC., DELOIA WEALTH MANAGEMENT, DIVIDEND WEALTH ADVISORS, DURABLE WEALTH MANAGEMENT, DURANGO FINANCIAL PLANNING, EXPLORENT WEALTH MANAGEMENT, EZZELL FINANCIAL GROUP, FAIRLEY WEALTH MANAGEMENT, FINANCIAL DYNAMICS LLC, FINANCIAL PLANNING CONCEPTS, FORTUNATE FAMILY OFFICE, FORWARD FINANCIAL STRATEGIES, FRONT RANGE WEALTH MANAGEMENT, GAIA WEALTH MANAGEMENT, GRENADIER FINANCIAL, HASSON FINANCIAL, INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER, INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO, JACKSON FINANCIAL MANAGEMENT, JUMET FINANCIAL LLC, KENNEBEC WEALTH MANAGEMENT, LIVING YOUR WEALTH, LONGVIEW WEALTH STRATEGIES, MAIN GATE ASSET MANAGEMENT LLC, MULBERRY WEALTH MANAGEMENT, NEW HORIZONS FINANCIAL CONSULTANTS, NEW WEST ADVISORS, OAKCREST INVESTMENT SERVICES, PALADIN WEALTH MANAGEMENT, LLC, PEAK ONE FINANCIAL, PEAK WEALTH ADVISORS, POPULUS WEALTH, QUO VADIS FINANCIAL PARTNERS, RETIRE BY DESIGN GROUP, ROARING FORK WEALTH MANAGEMENT, SENTINEL WEALTH MANAGEMENT, SUMMIT FINANCIAL GROUP, TRUE NORTH PARTNERS, VALOR PRIVATE CAPITAL, WESTERN WEALTH ADVISORS, WHITE HAWK WEALTH MANAGEMENT, WHITSELL FINANCIAL PARTNERS, WOODLAKE WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (10 years)

Employees

Total: 98. Performing investment advisory functions: 95.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc. · affiliatedLPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

31 other offices, as of the July 2026 filing

Arvada, COAurora, COBasalt, COBeaverton, ORBoulder, COBroomfield, COCastle Pines, CODenver, CODurango, COEdwards, COElizabeth, COEnglewood, COEvansville, INFort Collins, COFort Worth, TXGlen Rose, TXGolden, COGreenwood Village, COHappy Valley, ORJohnstown, COLakeview, AZLakewood, COLouisville, COLouisville, KYMansfield, TXParker, COPueblo, CORoseville, CASaint George, UTScottsdale, AZSt George, UT

States registered or notice-filed

53 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,865,332,018 in the October 2021 data and $5,357,377,284 in the October 2026 data, up 187%.

Total employees: 73 in October 2021 and 98 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Added the business name Financial Dynamics LLC.
2. April 2026
   • Added the business name Creekstone Financial Consutling.
   • Added the business name Roaring Fork Wealth Management.
   • Added the business name Bagully Wealth Management.
   • Added the business name Beyond Wealth Advisors.
   • Added the business name Populus Wealth.
   • Added the business name BWA Financial.
   • Employees performing advisory functions went from 88 to 95.
   • Regulatory assets under management went from $3,944,223,085 to $5,357,377,284 (+36%).
   • Added an office in Aurora, CO.
   • Added an office in Basalt, CO.
   • Added an office in Beaverton, OR.
   • Added an office in Denver, CO.
   • No longer lists an office in Fort Collins, CO.
   • No longer lists an office in Golden, CO.
   • No longer lists an office in Greenwood Village, CO.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.