Mark Jonathan Fuhrman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → Present
  Lpl Financial, Llc
  Castle Pines, CO
• 06/2016 → Present
  Western Wealth Management Llc
  Castle Pines, CO

Previous Registrations

• 2015-07-22 → 2016-06-22
  Western Wealth Management Llc
  Castle Pines, CO
  Golden, CO
• 1999-01-01 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Highlands Ranch, CO

Other Businesses

1. 12/26/2003: NO BUSINESS NAME - NON-VARIABLE INSURANCE 2. 04/18/2007: CASTLE PINES WEALTH MANAGEMENT GROUP, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 05/18/2011: COLORADO FINANCIAL PARTNERS, LLC INDEPENDENT FINAN - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 4. 05/14/2012: NO BUSINESS NAME - NOT INV REL - COMPLETING ON-LINE SURVEY RESEARCH - NO TIME SPENT - ON-LINE SURVEY REGARDING INVESTMENT TRENDS BY RICHARD DAY RESEARCH 5. 07/22/2015: WESTERN WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: WESTERN WEALTH MANAGEMENT, LLC - START 07/15/2015 - 100 HR/MO 50 DURING SECS TRDG HRS 6. 07/22/2015: WESTERN WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: CASTLE PINES WEALTH MANAGEMENT GROUP - START 05/08/2007 - 100 HR/MO 50 DURING SECS TRDG HRS 7. 07/28/2015 - WESTERN WEALTH MANAGEMENT, LLC - INV REL - 7505 VILLAGE SQUARE DRIVE, #201 CASTLE PINES, CO 80108 - REGISTERED INVESTMENT ADVISOR HYBRID - START 07/09/2015 - I WILL PROVIDE FINANCIAL PLANS AS WELL AS HOURLY ADVICE. 8. 1/24/2017 - V.W. Allibashi & Associates, LLC - Investment Related - 6455 S YOSEMITE #300, Englewood, CO, 80111 or 250 Clare Drive, Castle Pines, CO 80108 - Non-Variable Insurance - Started 01/21/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 08/23/2017 - Western Wealth Advisors - Investment Related - At reported Business location(s) - DBA for LPL Business (entity for LPL business) - start date 08/21/2017 - 0 Hour Per Month / 0 Hours During Securities Trading. 10. 3/14/2023 - Fuhrman Financial Strategies, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/02/2004 - 3 Hours Per Month/2 Hours During Securities Trading 11. 11/13/2024 - Crump Life Insurance Services, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/09/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-23
• S63 Uniform Securities Agent State Law Examination
  1988-01-25

Designations

• Chartered Financial Consultant