# Western Wealth Management

Western Wealth Management is a Bank / Wealth / Trust based in Golden, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Golden, United States
- **Region:** North America
- **Address:** Golden, CO, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** westernwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/western-wealth-management

## Regulatory record

- **CRD number:** 283545
- **SEC file number:** 801-107762
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283545

## About

Founded in 2003 and headquartered in Golden, Colorado, Western Wealth Management is a registered investment adviser serving individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm emerged during a period of consolidation in Colorado's wealth-management landscape and has maintained an independent, boutique posture rather than scaling through acquisition or platform aggregation. Western Wealth Management provides investment advisory services and financial planning, combining asset management with retirement, estate, and tax-aware planning. The firm structures client portfolios through direct-managed accounts rather than proprietary funds, and public records indicate no commingled vehicles or alternative-asset products — positioning it as a traditional planning-centric RIA rather than a multi-strategy allocator. The geographic footprint is concentrated in Colorado's Front Range, with Golden serving as the operational hub. The firm has not publicly disclosed assets under management or total client accounts. No team-size figures, additional office locations, or adjacent vehicles such as affiliated foundations or trust companies appear in its public filings or official communications. Western Wealth Management's Form ADV filing confirms its status as a state-registered adviser, with services extending to pension and profit-sharing plans alongside individual clients. What distinguishes the firm structurally is its geographic and functional concentration: a single-office Colorado RIA operating without a family-office label but serving the family-office-adjacent needs of trusts and estates. That structure places it in a category of independent advisers that occupy a middle ground between retail wealth management and institutional multi-family offices, with a mandate shaped more by fiduciary planning relationships than by transaction volume or fund-structure complexity.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### What investment vehicles does Western Wealth Management use to construct client portfolios?

Based on its public disclosures, Western Wealth Management constructs client portfolios through directly managed separate accounts rather than proprietary funds or commingled vehicles. There is no indication of in-house alternative investment products, private funds, or pooled investment structures. The firm's approach centers on traditional asset allocation within individually managed accounts.

### Has Western Wealth Management publicly disclosed its assets under management?

No. Western Wealth Management has not published an AUM figure through its website, regulatory filings, or public statements. The firm's Form ADV does not surface a publicly reported regulatory AUM threshold, making it one of many smaller RIAs that maintain privacy around their total advisory scale.

### Where is Western Wealth Management's geographic footprint concentrated?

The firm operates from a single office in Golden, Colorado, and serves clients primarily along the Front Range. There are no disclosed additional offices, and its client base reflects the characteristics of a local-regional advisory practice rather than a national platform.

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Last updated: 2026-06-03T20:00:00.000Z

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