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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2014 | 03/2024 |
| Lpl Financial Llc | Basalt | CO | 03/2024 | Present |
| Gps Wealth Strategies Group, Llc | Centennial | CO | 03/2024 | 12/2025 |
| Western Wealth Management, Llc | Golden | CA | 12/2025 | Present |
1- 03/22/2024 - Aspen Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related- At reported business location(s) - Start date: 3/15/2024 2- 07/08/2024 - Highland Capital Brokerage - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 07/03/2024 - 10 Hours Per Month/ During Trading 3- 07/17/2024 - Roaring Fork International Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 04/05/2024 - 40 Hours Per Month/ 20 Hours During Trading 4- 11/20/2025 - Roaring Fork Wealth Managment - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 5- 12/04/2025 - Western Wealth Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ 7 hours during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 03/13/2026-525BasaltCO LLC-Owner-Real Estate Rental-Inv related-At Glenwood Springs, CO-Start date 06/06/2022-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
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