Overview
Assets Under Management: $143 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 31
Average Client Assets: $4 million
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