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Western Wealth Management, LLC
Western Wealth Management, LLC is an independent registered investment adviser headquartered in Golden, Colorado. The firm manages wealth for a wide range of clients including individuals, high-net-worth individuals, pension/profit sharing plans, and charitable organizations. With approximately 91 employees, the firm offers personalized investment management and advisory services. Western Wealth Management serves over 15,000 accounts and manages nearly $3.9 billion in assets as of April 2025. The firm is known for providing holistic financial planning alongside its investment solutions.
Investment Strategy
Western Wealth Management, LLC primarily serves individuals and high-net-worth investors by offering both discretionary and non-discretionary investment advisory services. The firm focuses on diversified, long-term portfolio construction, asset allocation, and risk management tailored to each client’s financial goals, time horizon, and risk tolerance. Their approach includes leveraging a mix of equities, ETFs, and mutual funds, evidenced by recent 13F holdings in large-cap tech and diversified ETFs. They provide holistic financial planning and are committed to fiduciary standards, ensuring that client interests drive all investment decisions.
Latest 13F Filing Activity
Western Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 720 equity positions with a total 13F market value of $2B. The fund increased holdings in Capital Group, Nvidia Corp., Invesco QQQ among other positions. Western Wealth Management, LLC reduced exposure to Ishares S&P, SPDR Portfolio, Advisorshares Ranger among others.
Top Holdings
Equity Positions (720)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ | 4.24% | $71.5M | 129,532 | $368.75 | $551.64 | +$10.7M |
A AAPL | APPLE INC | 3.15% | $53.2M | 259,165 | $184.88 | $205.17 | -$4.1M |
Q QQQM | INVESCO NASDAQ | 2.81% | $47.4M | 208,704 | $165.84 | $227.10 | +$8.4M |
| BERKSHIRE HATHAWAY | 2.68% | $45.2M | 93,066 | $339.02 | $485.77 | -$4.4M | |
S SPLG | SPDR PORTFOLIO | 2.66% | $44.9M | 617,700 | $58.32 | $72.69 | +$4.8M |
Industry Allocation
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