Denver, CO E. Mexico 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
3900 E. Mexico Ave, Suite 950
Denver CO 80210
Advisors at this office
3
Advisors at this office
Levi K
CFP®, Series 66
Denver, CO
Western Wealth Management LLC
Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.
Anna G
Series 66
Denver, CO
Western Wealth Management LLC
Anna Graff is a financial advisor with Western Wealth Management LLC in Denver, CO. She holds the Series 66 designation and has three years of industry experience. Prior to joining Western Wealth Management, she has been affiliated with GPS Wealth Strategies Group and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting through a decentralized network of investment adviser representatives operating under various business names.
Jesse R
Series 63, Series 65
Denver, CO
Western Wealth Management LLC
Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.
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