Edwards, CO 137 Main St. Suite O 203 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
137 Main St. Suite O 203
Edwards CO 81632
Advisors at this office
3
Advisors at this office
William M
Series 66
Edwards, CO
Western Wealth Management LLC
William Mako is a financial advisor at Western Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and has ongoing employment as a ski instructor with Vail Resorts. Western Wealth Management LLC serves a diverse clientele including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers a range of portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives.
Tracy T
CFP®, Series 66
Edwards, CO
Western Wealth Management LLC
Tracy Tutag is a CFP® with 24 years of industry experience, currently serving at Western Wealth Management LLC since 2016. She is also affiliated with LPL Financial, where she has worked since 2008. Tracy has a business entity, Tracy Tutag LLC, used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of investment and financial planning services using firm-designed model portfolios alongside various third-party strategies.
Kathryn L
CFP®, CFA®, Series 66
Edwards, CO
Western Wealth Management LLC
Kathryn Lizotte is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. She is currently with Western Wealth Management LLC and has held prior roles at GPS Wealth Strategies Group, LPL Financial, TCAdvisors Network, and Trust Company of America. Outside of her advisory work, she is involved with West of Wall Street, Inc., a business entity unrelated to investment advisory services. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients through a decentralized network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside third-party strategies and multiple custodial platforms.
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