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.