Western Wealth Management LLC

Western Wealth Management LLC (CRD# 283545) is a financial advisory firm headquartered in Golden, CO. They manage $1,008,231,807 in 5,152 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,008
    MILLION
  • Total Number of Accounts
    5,152
    ACCOUNTS
  • Average Account Value
    $195,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA

Financial Advisors at Western Wealth Management LLC
Showing 1 - 10 of 69 top financial advisors.
1
Guillermo D. Adame
CRD#: 4903966
San Diego, CA
96
Wealthminder
score

Guillermo Adame (CRD# 4903966) is an Investment Advisor Representative working at Western Wealth Management LLC in San Diego, CA and has over 13 years of experience in the finance industry.

2
Gary S. Bedford
CRD#: 1290015
Boulder, CO
96
Wealthminder
score

Gary Bedford (CRD# 1290015) is an Investment Advisor Representative working at Western Wealth Management LLC in Boulder, CO and has over 33 years of experience in the finance industry.

3
Benita Creacy
CRD#: 4376335
7995 E Prentice Ave, Ste 110, Greenwood Village, CO 80111
96
Wealthminder
score

Benita Creacy (CRD# 4376335) is an Investment Advisor Representative working at Western Wealth Management LLC in Greenwood Village, CO and has over 14 years of experience in the finance industry. Benita Creacy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kenneth C. Duncan
CRD#: 5589748
3710 Main Ave, Suite 101, Durango, CO 81301
96
Wealthminder
score

Kenneth Duncan (CRD# 5589748) is an Investment Advisor Representative working at Western Wealth Management LLC in Durango, CO and has over 9 years of experience in the finance industry. Kenneth Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mark J. Fuhrman
CRD#: 1758071
7505 Village Square Dr, Suite 102, Castle Pines, CO 80108
96
Wealthminder
score

Mark Fuhrman (CRD# 1758071) is an Investment Advisor Representative working at Western Wealth Management LLC in Castle Pines, CO and has over 30 years of experience in the finance industry.

6
Stuart J. Green
CRD#: 5713549
137 Main Street, Unit O-203, Edwards, CO 81632
96
Wealthminder
score

Stuart Green (CRD# 5713549) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 9 years of experience in the finance industry. Stuart Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James T. Hasson
CRD#: 4691204
8751 E Hampden Ave, B10, Denver, CO 80231
96
Wealthminder
score

James Hasson (CRD# 4691204) is an Investment Advisor Representative working at Western Wealth Management LLC in Denver, CO and has over 14 years of experience in the finance industry. James Hasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark S. Johnson
CRD#: 4633410
1546 Williams St., Ste 203, Denver, CO 80218
96
Wealthminder
score

Mark Johnson (CRD# 4633410) is an Investment Advisor Representative working at Western Wealth Management LLC in Denver, CO and has over 15 years of experience in the finance industry. Mark Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Krista L. Kirby
CRD#: 5400172
113 County Road 1041, Frisco, CO 80443
96
Wealthminder
score

Krista Kirby (CRD# 5400172) is an Investment Advisor Representative working at Western Wealth Management LLC in Frisco, CO and has over 10 years of experience in the finance industry. Krista Kirby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Maggie M. Kirchhoff
CRD#: 5277923
650 S. Cherry St. Suite 1240, Denver, CO 80246
96
Wealthminder
score

Maggie Kirchhoff (CRD# 5277923) is an Investment Advisor Representative working at Western Wealth Management LLC in Denver, CO and has over 9 years of experience in the finance industry. Maggie Kirchhoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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