Top financial advisors in Golden, CO
We’ve curated a list of the best financial advisors in Golden, take a look at it below
Find an advisor in Golden| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,508,695,937 | 153 advisors |
How we came up with this list
To generate our top financial advisors list in Golden, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Golden. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Western Wealth Management LLC
Western Wealth Management LLC is a financial advisory firm based in Golden, Colorado. It currently has approximately $2,508,695,937 of assets under management and employs about 153 people. Western Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,508,695,937
Headcount
153 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-107762
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.