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WESTERN WEALTH MANAGEMENT LLC

GOLDEN, CO · CRD 283545 · IAPD ↗ · durableadvisor.com · 3033932404

$5.36BRegulatory AUM
95Advisory reps
98Employees
39Clients
26-50Planning clients
0Private funds
53States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — WESTERN WEALTH MANAGEMENT LLC reported RAUM up 36% ($3.94B -> $5.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2026 — WESTERN WEALTH MANAGEMENT LLC grew from 88 to 95 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — WESTERN WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — WESTERN WEALTH MANAGEMENT LLC reported RAUM up 26% ($2.59B -> $3.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.