# Western Wealth Management LLC

> Western Wealth Management LLC is an SEC-registered investment advisory firm in Golden, CO, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 283545
- Filed as: WESTERN WEALTH MANAGEMENT LLC
- 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)
- Location: Golden, CO
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283545
- AdvisorCensus page: https://advisorcensus.com/firm/western-wealth-management-llc-golden-co-283545

## Quick answers

**How is Western Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Western Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Western Wealth Management LLC located?**
Western Wealth Management LLC's principal office is in Golden, CO, according to its Form ADV; the July 2026 filing also lists 31 other offices (Schedule D, Section 1.F).

**Is Western Wealth Management LLC registered with the SEC or a state?**
Western Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283545.

**How much does Western Wealth Management LLC manage?**
Western Wealth Management LLC reports $5,357,377,284 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (96% discretionary).

**How have Western Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Western Wealth Management LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Western Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,747); high net worth individuals (3,272); pension and profit sharing plans (but not the plan participants or government pension plans) (109).

**Which custodians does Western Wealth Management LLC use?**
Western Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Western Wealth Management LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283545

**What changed in Western Wealth Management LLC's recent Form ADV filings?**
In the July 2026 filing data: Added the business name Financial Dynamics LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)
- LPL 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.

### Regulatory assets under management (Item 5.F)
- Total: $5,357,377,284
- Discretionary: $5,118,114,489
- Non-discretionary: $239,262,795

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7,747 | $1,489,856,794 |
| High net worth individuals | 3,272 | $3,547,515,914 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 109 | $153,149,105 |
| Charitable organizations | 51 | $87,359,244 |
| Corporations or other businesses not listed above | 74 | $79,496,227 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 98 total, 95 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283545

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Arvada, CO
- Aurora, CO
- Basalt, CO
- Beaverton, OR
- Boulder, CO
- Broomfield, CO
- Castle Pines, CO
- Denver, CO
- Durango, CO
- Edwards, CO
- Elizabeth, CO
- Englewood, CO
- Evansville, IN
- Fort Collins, CO
- Fort Worth, TX
- Glen Rose, TX
- Golden, CO
- Greenwood Village, CO
- Happy Valley, OR
- Johnstown, CO
- Lakeview, AZ
- Lakewood, CO
- Louisville, CO
- Louisville, KY
- Mansfield, TX
- Parker, CO
- Pueblo, CO
- Roseville, CA
- Saint George, UT
- Scottsdale, AZ
- St George, UT

### Websites listed on Form ADV (Item 1.I)
- affinitywmg.com
- aprisent.com
- bagullywealthmanagement.com
- benitacreacy.com
- beyondwealth-advisors.com
- billowsfinancial.com
- blanchardwm.com
- bwa.financial
- castlerockprivatewealth.com
- clearfocuswealth.com
- coloradofinancialpartners.com
- cornerstonewma.com
- creekstonefc.com
- cudenver.com/membership/benefits
- cuofco.org/investment-services
- dcandassociates.com
- deloiawealthmgmt.com
- dfrankwealth.com
- durableadvisor.com
- explorentwealth.com
- ezzellfinancialgroup.com
- fairleywealth.com
- ffstrategies.com
- fortunatefamilyoffice.com
- frontrangewealth.com
- gaiawealthmanagement.com
- grenadierfinancial.com
- hassonfinancials.com
- jdwoolley.com
- jumetfinancial.com
- katiecollinswealthmanager.com
- livingyourwealth.com
- longviewws.com
- myfinancialdynamics.com
- nhfcplanyourfuture.com
- oakcrestinvestments.com
- paladin-wealth.com
- peak1financial.com
- populuswealth.com/team
- quovadisfp.com
- roaringforkwm.com
- sentinelwealth.us
- sentinelwealthmgmt.com
- summit-financialgroup.com
- truewealthadvisorsinc.com
- westernslopewealth.com
- westernwealthadvisors.com
- westernwealthmgmt.net
- whitehawkwm.com
- whitsellwealth.com
- woodlakewealth.com
- yourtruenorthpartners.com
- Facebook @CFPDenver
- Facebook @GaiaWealthManagement
- Facebook @JumetFinancial
- Facebook @KennebecWealthDurango
- Facebook @Kim-Campbell-Western-Wealth-Management-245873352490910
- Facebook @NewHorizonsFC
- Facebook @NewWestAdv
- Facebook @SentinelWealthMgmt
- Facebook @WhiteHawkWM
- Facebook @WhitsellFinancialPartners
- Facebook @Woodlake-Wealth-Management-Kent-Hansen-174683659981454
- Facebook @bcreacy
- Facebook @deloiawealthmgmt
- Facebook @Paladin-Wealth-Management
- Facebook facebook.com
- Instagram @populuswealth
- LinkedIn @affinity-wealth-management-group
- LinkedIn @blanchard-wealth-management
- LinkedIn @front-range-wealth-management
- LinkedIn @new-horizons-financial-consultants
- LinkedIn @new-west-advisors
- LinkedIn @western-wealth-advisors-texas
- LinkedIn @whitehawkwm
- LinkedIn @aleda-kresge-a92bb216
- LinkedIn @alibarghelame
- LinkedIn @amybouchieevansville
- LinkedIn @andrewmillerbiz
- LinkedIn @anna-graff
- LinkedIn @anthony-j-mirenda-cfp®-681bb926
- LinkedIn @benitacreacy
- LinkedIn @bill-fairley-93456a4
- LinkedIn @brent-hablutzel-cpwa®-crpc®-cpfa-1744323
- LinkedIn @cameron-dye-17b64911
- LinkedIn @chad-jensen-crpc®-872b5ab6
- LinkedIn @charles-e-rhoades-ii
- LinkedIn @christopher-eaton-97542ba1
- LinkedIn @daniellasucatofriend
- LinkedIn @david-richey-a311291a
- LinkedIn @davidcconnelly
- LinkedIn @diana-l-bobka-8366b219
- LinkedIn @douglas-turner-91b5211
- LinkedIn @durablewealth
- LinkedIn @ed-hellums-529b41148
- LinkedIn @garry-kirkland-6634002a
- LinkedIn @gregory-beal-11703620
- LinkedIn @james-olson-cima®-cfp®-28769a2a
- LinkedIn @janjumetfinancialadvisor
- LinkedIn @jdwhitewealthmngr
- LinkedIn @jdwoolley
- LinkedIn @jesse-pigoni-3aa331135
- LinkedIn @jesse-ramer-b018a9197
- LinkedIn @jimmy-hasson-cfp®-49487713
- LinkedIn @julia-bourlakov-cfp®-and-reliever-of-financial-confusion-a474464
- LinkedIn @justin-whitsell-22186491
- LinkedIn @justinwooley
- LinkedIn @katie-preston-crpc-58b9b420
- LinkedIn @katiecollinslpl
- LinkedIn @ken-duncan-cfp®-9b107aa4
- LinkedIn @kent-woodlakewealth
- LinkedIn @kevin-rogers-mba-b0a2346
- LinkedIn @kim-campbell-crc®-1873802
- LinkedIn @kimberdeloia
- LinkedIn @kirbykrista
- LinkedIn @levi-knutson-cfp®-cka®-12566621
- LinkedIn @lynnprobst
- LinkedIn @maggiekirchhoff
- LinkedIn @marc-sloter-cfp®-ba3240
- LinkedIn @mark-fuhrman-35159a8
- LinkedIn @matthew-connell-525997b2
- LinkedIn @matthewcichocki
- LinkedIn @michael-a-coleman-301662194
- LinkedIn @michael-massey-3a86331a1
- LinkedIn @mikechevalier
- LinkedIn @nipapan-pam-rosenblum-68420528
- LinkedIn @patrickkent2015
- LinkedIn @r-keith-hazelbaker-aa130b122
- LinkedIn @rachel-kuss-cfp®-aif®crps®-3161b2117
- LinkedIn @ron-vermillion-8a234087
- LinkedIn @ross-douglas-b7b11a7
- LinkedIn @rossbillows
- LinkedIn @ryancirasiello
- LinkedIn @sethgunderson1
- LinkedIn @shannon-dana-cfp®-7169bb8
- LinkedIn @shelleyhertel
- LinkedIn @steven-ehnstrom-a939643
- LinkedIn @stuart-green-cfp®-mba-98879945
- LinkedIn @tedblanchard2016
- LinkedIn @teddy-ezzell-b3b58a4
- LinkedIn @tracytutag
- LinkedIn @vanfreeman
- LinkedIn @wadeolson
- X @CastlePinesWM
- X @JUSTINWHITSELL
- X @PaladinWealthCO
- X @SWSnowbird
- X @sentinelwealth1
- X @DS_Friend

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,865,332,018 | 73 | August 13, 2021 |
| October 2022 | $2,642,223,937 | 82 | March 28, 2022 |
| October 2023 | $2,586,420,347 | 153 | March 24, 2023 |
| October 2024 | $3,250,103,126 | 112 | March 27, 2024 |
| October 2025 | $3,944,223,085 | 91 | April 15, 2025 |
| October 2026 | $5,357,377,284 | 98 | June 9, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name Financial Dynamics LLC.

### 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Western Wealth Management LLC (CRD 283545): Form ADV filing data as of October 2026.