Beaver Falls, PA 7th Ave. Office
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Western Wealth Management LLC
Multi-team
Firm-wide stats for Western Wealth Management LLC
About
Western Wealth Management serves a mix of individuals (including high-net-worth clients), corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers comprehensive portfolio management (discretionary and non-discretionary), financial planning and consulting, retirement plan consulting, institutional investment management, 529 account management, and participation in multiple sponsored advisory and wrap programs.
The firm operates as a decentralized network of investment adviser representatives (IARs) who often provide advice under separate business names while the home office provides investment modeling, marketing, and compliance oversight. Investment implementation combines firm-designed model portfolios (Western Wealth Select), access to numerous LPL-sponsored model and manager programs, third‑party managers, and a broad set of strategies — including alternatives, cryptocurrencies, option writing, short sales, and margin — with accounts reviewed at least annually.
Distinctive features include the firm’s decentralized IAR structure and frequent dual registration of advisors as registered representatives or insurance agents, which coincides with substantial use of multiple custodial platforms and LPL-sponsored programs and related compensation arrangements. The brochure also discloses several operational particulars that differ from many peers — for example, recently added 529 account management, routine inclusion of cash and cash equivalents in assets under management, use of wrap fee offerings, and various referral/solicitor and transition‑assistance arrangements that may create conflicts of interest to consider.
Based on Western Wealth Management LLC
Expertise
Based on Western Wealth Management LLC
Location
621 7th Ave.
Beaver Falls PA 15010
Advisors at this office
3
Advisors at this office
Jesse P
CFP®, Series 66
Beaver Falls, PA
Western Wealth Management LLC
Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.
Jan J
Series 63, Series 65
Beaver Falls, PA
Western Wealth Management LLC
Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.
Samuel B
CFP®, Series 66
Beaver Falls, PA
Western Wealth Management LLC
Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.
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