Western Wealth Management LLC

Western Wealth Management LLC (CRD# 283545) is a financial advisory firm headquartered in Golden, CO. They manage $617,850,006 in 3,230 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    618
    MILLION
  • Total Number of Accounts
    3,230
    ACCOUNTS
  • Average Account Value
    $191,285
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, IL, KS, MA, MD, MN, MO, NH, NJ, NM, NY, OH, PA, TN, TX, WA

Financial Advisors at Western Wealth Management LLC
Showing 1 - 10 of 50 top financial advisors.
1
Elizabeth W. Allbritton
CRD#: 2005198
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Elizabeth Allbritton (CRD# 2005198) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 28 years of experience in the finance industry. Elizabeth Allbritton 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.

2
Gary S. Bedford
CRD#: 1290015
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

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

3
Benita Creacy
CRD#: 4376335
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Benita Creacy (CRD# 4376335) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, 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
M. S. Dana
CRD#: 4121479
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

M. Dana (CRD# 4121479) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 17 years of experience in the finance industry. M. Dana 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
Kenneth C. Duncan
CRD#: 5589748
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Kenneth Duncan (CRD# 5589748) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 8 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.

6
Mark S. Johnson
CRD#: 4633410
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Mark Johnson (CRD# 4633410) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 14 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.

7
Krista L. Kirby
CRD#: 5400172
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Krista Kirby (CRD# 5400172) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, 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.

8
Anthony J. Mirenda
CRD#: 5792423
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Anthony Mirenda (CRD# 5792423) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 7 years of experience in the finance industry. Anthony Mirenda 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
John E. Mumford
CRD#: 1841556
6000 Greenwood Plz Blvd #100, Suite 100, Greenwood Village, CO 80111
96
Wealthminder
score

John Mumford (CRD# 1841556) is an Investment Advisor Representative working at Western Wealth Management LLC in Greenwood Village, CO and has over 29 years of experience in the finance industry. John Mumford 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
Wade A. Olson
CRD#: 5631417
14143 Denver West Pkwy, Suite 510, Golden, CO 80401
96
Wealthminder
score

Wade Olson (CRD# 5631417) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 8 years of experience in the finance industry. Wade Olson 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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