WESTERN WEALTH MANAGEMENT, LLC

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Western Wealth Management is based out of Golden. Western Wealth Management is a large advisory firm with discretionary assets under management (AUM) of $600,196,497 (Form ADV from 2016-04-29). Their last reported 13F filing for Q4 2018 included $371,765,000 in managed 13F securities and a top 10 holdings concentration of 26.19%. Western Wealth Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 68,281. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.27%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WESTERN WEALTH MANAGEMENT LLC
14143 DENVER WEST PARKWAY SUITE 510
GOLDEN CO    80401
Country: United States

Business Phone: 303-393-2445
Fax: 303-393-2365
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 52
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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WESTERN WEALTH MANAGEMENT LLC

ownership team - last updated 2016-06-01
Name Title Start Date Direct/Indirect % Ownership
DOUGLAS, DARLA, DUSTIN CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
WESTERN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
WESTERN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
KOBERT, CAIN, BENJAMIN PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
MERIDIAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
WESTERN WEALTH MANAGEMENT LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2016-04-01
WESTERN WEALTH MANAGEMENT LLC MEMBER, PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2016-04-01
WESTERN WEALTH MANAGEMENT LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2016-04-01
COBERLY, JULIE, ANN CHEIF FINANCIAL OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTERN WEALTH MANAGEMENT LLC CHEIF FINANCIAL OFFICER direct 2016-04-01
WESTERN WEALTH MANAGEMENT LLC CHEIF FINANCIAL OFFICER direct 2016-03-01
BRETZ, HEATHER, A CHIEF OPERATIONS OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTERN WEALTH MANAGEMENT LLC CHIEF OPERATIONS OFFICER direct 2016-03-01
WESTERN WEALTH MANAGEMENT LLC CHIEF OPERATIONS OFFICER direct 2016-03-01

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