A complete list of active advisors currently associated with West End Wealth Management, LLC

Warmer can help you find a great advisor at West End Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at West End Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Marti Brust	Denver, CO	24
John Trujillo II	Denver, CO	11

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