Western Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Golden, CO. Its latest Form ADV filing, dated March 24, 2026, reports $5.4B in regulatory assets under management, 98 employees, 40 offices, and 19,273 accounts.
Assets Under Management
$5.4B
Employees
98
Offices
40 offices
Total Clients
11,253
Primary office
GOLDEN, CO
14143 DENVER PKWY., STE 450, GOLDEN, CO, United States
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
7,747
2
HNWI
29.1%
3,272
3
Pension Plans
1.0%
109
4
Corporations
0.7%
74
5
Charitable
0.5%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of March 24, 2026
Discretionary95.5%
$5.1B
96% of total RAUM95.5%
Non-discretionary4.5%
$239M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.4B
Total Accounts19,273
10Y AUM Change+$4.5B (+528.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees98
Clients per Employee115:1
10Y Employee Change-15 (-13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.