West End Wealth Management, LLC logo

West End Wealth Management, LLC

Updated today

Client assets under management

$170,387,515

Clients

53

62% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

27

Low

Average account size

$3,214,859

About

West End Wealth Management serves high-net-worth individuals, families, trusts, estates and institutions and provides discretionary investment management, integrated financial planning, and retirement rollover advice. The firm manages approximately $170.4 million for 53 clients across two advisors and performs portfolio oversight only after an executed investment management agreement.

The firm’s investment process combines fundamental, cyclical and technical analysis, including charting, with Modern Portfolio Theory to construct customized portfolios that are reviewed and rebalanced at least monthly. Portfolios are implemented primarily with mutual funds, ETFs and individual debt and equity securities, with limited alternative exposure through ’40 Act funds/ETFs and the possibility of positions tied to digital-currency-related publicly traded products; options and other derivatives may also be used.

Compared with many peers, West End operates a relatively concentrated client base—implying larger average account sizes—and requires a $1,000,000 aggregated family minimum for relationships. The brochure also discloses the firm’s process for addressing conflicts around retirement-plan rollovers, its use of ORION for reporting and administrative support and Schwab Advisor Services for custody, and a policy to donate any correcting-trade gains to charity.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy Charitable giving & philanthropy Concentrated stock management

Occupation focus

Executive Founder/Business Owner

Demographic focus

Established Professionals Approaching retirement

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Fee options

Percentage

Maximum fee of 1.25% annually, negotiable

Other

Account minimum: $1,000,000

Main office location

West End Wealth Management, LLC

8055 E. Tufts Avenue, Suite 830

Denver CO 80237, United States

Number of offices

1

Most active in

Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John T

CFP®

Denver, CO

West End Wealth Management, LLC

John Trujillo II is a CFP® professional with 10 years of industry experience, currently working at West End Wealth Management, LLC since 2015. He serves on the Board of Directors and Foundation at Arapahoe Community College as president and is the owner of Trujillo Pottery, LLC, where he creates and sells pottery. He is also a member of the Investment Committee for the Women's Foundation of Colorado. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, managing approximately $170 million across 53 clients. The firm combines fundamental, cyclical, and technical analysis with Modern Portfolio Theory to build customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Wealth management Retirement income strategy Charitable giving & philanthropy Concentrated stock management Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Marti B

Series 66

Denver, CO

West End Wealth Management, LLC

Marti Brust is a financial advisor at West End Wealth Management, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with West End Wealth Management since 2015. Outside of her advisory role, she serves on the boards of Girls Incorporated of Metro Denver and Make-A-Wish Colorado, participating in fundraising and governance activities. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, providing discretionary investment management and integrated financial planning. The firm employs a combined approach of fundamental, cyclical, and technical analysis alongside Modern Portfolio Theory to create customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Wealth management Retirement income strategy Charitable giving & philanthropy Concentrated stock management Executive Founder/Business Owner Established Professionals Approaching retirement
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