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 Q1 2019 included $449,261,000 in managed 13F securities and a top 10 holdings concentration of 24.9%. Western Wealth Management's largest holding is Invesco QQQ Trust Series 1 with shares held of 80,484. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $449.261 Million
  • Prior Market Value $371.765 Million
  • New Purchases54 stocks
  • Additional Purchases160 stocks
  • Sold out of28 stocks
  • Reduced holdings in140 stocks
  • Top 10 Holdings % 24.90 %
  • Turnover % [1]:21.64%
  • Turnover Alt % [2]: 14.75 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.73%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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.

Active Schedule 13D and 13G events

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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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