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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2019-12-10 |
| UT | RA | APPROVED | 2019-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barney, Mckenna, & Olmstead, Pc | St. George | UT | 03/1999 | Present |
| Lpl Financial | St. George | UT | 04/2013 | 11/2019 |
| Western Wealth Management | St. George | UT | 11/2019 | Present |
Jeff McKenna spends 100% of his time working as an attorney at Barney, McKenna & Olmstead PC, which is not an investment related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-28 |
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