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Director of Branch Development/partner · Western Wealth Management LLC

Lisa M. Esslinger

CRD 3248989 · Named on Form ADV at one SEC-registered adviser

At a glance

Western Wealth Management LLC, an SEC-registered wealth manager based in Golden, CO with $5.4 billion in regulatory assets, lists Lisa M. Esslinger on its Form ADV as Director of Branch Development/partner, a control person.

Firms and roles

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Julie GaffneyDirector of Accounting & Registrations, Western Wealth Management LLC
  • Kara L. JettChief Compliance Officer, Western Wealth Management LLC
  • Caden L. RussellAdministrative Specialist & Partner, Western Wealth Management LLC
  • Benjamen R. RothwellDirector of RIA Compliance, Western Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.