Market
RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
213 days old
General
Location
Golden, CO, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$4,500,000,000.00
Gross Revenue
$34,000,000.00
# of Accounts
50,000
Avg Client Age
55
Overview

Western Wealth Management is a RIA that is based in Colorado with 140 advisors across the country. Our main headquarters is in Golden, CO and we also have offices in Denver Tech Center (DTC) and Greenwood Village. We have 3 independent platforms for our advisors to choose from: broker dealer, RIA and hybrid. We partner with LPL Financial as our broker dealer and with Schwab, Fidelity and LPL as our custodians.

We have a talented group of advisors that are interested in acquiring practices. We do 10 succession plans / acquisitions a year.

We have a survivorship program with our advisors that have not yet identified their ideal successor.

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