Fee-only adviser · Golden, CO
Western Wealth Management LLC
Western Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Golden, Colorado. On its latest Form ADV, filed June 9, 2026, it reports $5.4B in regulatory assets under management, 11,019 individual clients and 95 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 283545 · SEC file 801-107762 |
| Office | 14143 Denver Pkwy., Ste 450 Golden, CO 80401 |
| Phone | (303) 393-2404 |
| Website | www.westernslopewealth.com |
| Regulatory assets under management | $5.4B ($5.1B discretionary) |
| Individual clients | 7,747 non-high-net-worth, 3,272 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 98 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Golden
- Gilpin Wealth Management LLC $227M
- Aspen Leaf Wealth Management, PBC $99M
- P.a. Schopen & Associates, LLC $55M
See all 4 fee-only advisers in Golden →
Nearby
- Lakewood 6 firms
- Arvada 2 firms
- Littleton 11 firms
- Evergreen 1 firm
- Broomfield 8 firms
- Denver 91 firms
- Glendale 1 firm
- Louisville 8 firms
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