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Western Wealth Management LLC CRD 283545
$5.36B regulatory AUM 39 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 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
11001 W. 120Th Ave. Suite 400, Broomfield, CO 80021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynasty Capital Partners | Denver | CO | 11/2010 | 07/2019 |
| Western Wealth Management | Arvada | CO | 07/2019 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-14 |
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