Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Western Wealth Management LLC financial advisors in Lakewood, CO

Every SEC-registered investment adviser representative at a Western Wealth Management LLC office in Lakewood, A to Z.

The short answer

4 registered advisors work at Western Wealth Management LLC in Lakewood, out of 107 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Western Wealth Management LLC advisors in Lakewood, A to Z

Every Western Wealth Management LLC advisor →

Western Wealth Management LLC advisors in every city and state →Western Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Western Wealth Management LLC advisors in other cities

Golden, CO 30Greenwood Village, CO 14Denver, CO 7Edwards, CO 4Fort Worth, TX 4Johnstown, CO 3Beaver Falls, PA 2Boulder, CO 2Canton, OH 2Durango, CO 2Fort Collins, CO 2Frisco, CO 2Saint George, UT 2Washington, UT 2Basalt, CO 1

Other firms in Lakewood

All Lakewood advisors →

Strategic Advisers LLC 37Edward Jones 26Wells Fargo Clearing Services, LLC 23Valic Financial Advisors, Inc. 20LPL Financial LLC 16Eagle Strategies LLC 11Cetera Investment Advisers LLC 9Kestra Advisory Services, LLC 9Legacy Wealth Partners, LLC 9Bam Wealth Management LLC 8Financial Security Management, Inc. 8Raymond James Financial Services Advisors, Inc. 7

Questions

How many financial advisors does Western Wealth Management LLC have in Lakewood?

4 investment adviser representatives are registered at Western Wealth Management LLC offices in Lakewood, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 107 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Western Wealth Management LLC one of the largest advisor employers in Lakewood?

Western Wealth Management LLC ranks number 20 in Lakewood by registered advisors; Strategic Advisers LLC has the most, with 37.

How do I check a Western Wealth Management LLC advisor in Lakewood?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Western Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.