Johnstown, CO 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
5255 Ronald Reagan Blvd., Ste 200
Johnstown CO 80534
Advisors at this office
3
Advisors at this office
Jared P
Series 66
Johnstown, CO
Western Wealth Management LLC
Jared Powell is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2016 and LPL Financial since 2015. Outside of advisory services, he operates Jared A Powell LLC, an entity used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm employs a decentralized advisor structure and offers a range of investment strategies through both firm-designed and third-party model portfolios.
Rebecca R
Series 66, Series 65
Johnstown, CO
Western Wealth Management LLC
Rebecca Ruane is a financial advisor with Western Wealth Management LLC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Western Wealth Management since 2016 and has also worked at LPL Financial since 2015. Ruane serves as a notary public outside of her advisory role. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services such as comprehensive portfolio management, financial planning, retirement plan consulting, and access to multiple sponsored advisory and wrap programs.
Patrick K
Series 66
Johnstown, CO
Western Wealth Management LLC
Patrick Kent is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains affiliations with LPL Financial and his own firm, Patrick A Kent LLC. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives and offers a wide range of portfolio management and advisory services, utilizing firm-designed model portfolios and multiple third-party strategies.
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