Overview
Assets Under Management: $143 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Frequently Asked Questions
WEST END WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #234791), WEST END WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WEST END WEALTH MANAGEMENT, LLC is headquartered in DENVER, CO.
WEST END WEALTH MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, WEST END WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEST END WEALTH MANAGEMENT, LLC manages $143 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, WEST END WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 141
Discretionary Accounts: 141
Regulatory Filings
CRD Number: 234791
Last Filing Date: 2025-01-22 00:00:00
Website: https://westendwealthmgmt.com