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Employer firm

Western Wealth Management LLC CRD 283545

$5.36B regulatory AUM 39 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Western Wealth Management Llc

14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

357 S. Mccaslin Blvd. Suite 200, Louisville, CO 80027 • United States

14143 Denver West Pkwy Ste 450, Golden, CO 80401 • United States

Arvada, CO • United States

11001 W. 120Th Ave. Suite 400, Broomfield, CO 80021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dynasty Capital Partners Denver CO 11/2010 07/2019
Western Wealth Management Arvada CO 07/2019 Present
  • 11/2010 → 07/2019
    Dynasty Capital Partners
    Denver, CO
  • 07/2019 → Present
    Western Wealth Management
    Arvada, CO
Previous Registrations
  • 2015-11-12 → 2019-07-02
    Ntb Financial Corporation
    Arvada, CO
    Highlands Ranch, CO
  • 2013-09-18 → 2015-12-31
    Dynasty Capital Management, Inc
    Arvada, CO
Other Businesses

1. PROBST FAMILY IRREVOCABLE TRUST, NON-INVESTMENT RELATED, 1281 ARBUTUS DR, LOCK HAVEN, PA 17745 FAMILY TRUST TO HOLD THE ASSETS OF MY PARENTS, I AM THE TRUSTEE, MINIMAL TIME COMMITMENT INVOLVED, HELP TO HANDLE THE AFFAIRS OF MY PARENTS OF THE NEED EVER ARISES 2.PEAK ONE FINANCIAL LLC. INVESTMENT RELATED, AT REPORTED BUSINESS LOCATIONS, REGISTERED INVESTMENT ADVISER DBA, STARTED IN 2014. 3. INSURANCE BUSINESS (NO BUSINESS NAME), INVESTMENT RELATED, AT REPORTED BUSINESS LOCATIONS, STARTED IN 2014, 40 HOURS SPENT PER MONTH (30 HOURS PER MONTH DURING TRADING HOURS, NATURE OF BUSINESS: HEALTH, LIFE, LONG TERM CARE, ANNUITIES, MEDICARE 4. CUSTOMIZE YOUR RETIREMENT, NOT INVESTMENT RELATED - 6747 TAFT ST. ARVADA, CO 80004. 100% OWNER, START DATE 11/22/19, 20 HOURS SPENT PER MONTH (10 HOURS PER MONTH DURING TRADING HOURS), NATURE OF BUSINESS: COMPANY TO DEVELOP AND DISTRIBUTE EDUCATIONAL SEMINARS THROUGH LICENSING AGREEMENTS. 5. WOODHAVEN HOA, NOT INVESTMENT RELATED - 6747 TAFT ST. ARVADA, CO 80004. START DATE 4/01/2020, 4 HOURS SPEND PER MONTH (0 DURING TRADING HOURS), NATURE OF BUSINESS: HOA SECRETARY/TREASURER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-24
S63 Uniform Securities Agent State Law Examination 2010-01-14
  • S65 Uniform Investment Adviser Law Examination
    2013-08-24
  • S63 Uniform Securities Agent State Law Examination
    2010-01-14
Other Names
  • Lynn S Probst
  • Lynn Sylvan Probst

View on SEC IAPD

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