The Western Wealth Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Western Wealth Group, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages roughly $107 million across about 60 client relationships and also advises on retirement account rollovers, including serving in an ERISA fiduciary capacity when appropriate.
Western’s investment approach is primarily long‑term and based on fundamental analysis, with portfolios built largely from mutual funds and ETFs while also using individual stocks, bonds and occasional limited‑partnership or alternative investments. Portfolios are implemented and monitored on a discretionary basis, with rebalancing and short‑term trades used as needed to address cash needs, tax considerations or changes in client objectives.
Distinctive features for a single‑advisor independent firm include relatively high assets per client and operation of multiple office locations despite a one‑advisor structure, along with an institutional relationship with a major custodian that provides software, trading desk access and block trading capabilities. The firm discloses the economic benefits it receives from that relationship and the potential conflicts that can arise (for example, from recommending rollovers that increase advisory assets), and it does not take custody of client assets beyond arranging custodian fee deductions.
Client services
Expertise
Fee options
1.00% per annum, may be negotiated or waived at sole discretion of the Advisor
Account minimum: Western generally does not impose a minimum size for establishing a relationship. Fee-only: Investment advisory fees only, no commissions charged
Main office
7887 E. Belleview Avenue, Suite 1100
Greenwood Village CO 80111
Advisors at this office
1
Most active in
Colorado · Hawaii · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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