Abby
Mason

Western Wealth Management LLC

CRD#7433239
Investment Advisor
in Denver, CO

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About this Advisor

Abby Mason is a financial advisor based in Denver, Colorado, working with Western Wealth Management LLC. Abby has previously held positions at Golden View Classical Academy, Colorado School Of Mines, Hillsdale College, Western Wealth Advisors, Lpl Financial LLC, and Western Wealth Management, LLC. Abby has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Abby is part of Western Wealth Management LLC, which operates out of Denver, Colorado. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1546 Williams St. Suite 203
Denver, CO 80218

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,250,103,126

CO Average: $2,349,664,866
Total Number of Employees

112

CO Average: 28
Total Number of Accounts

13,833

CO Average: 1,101
Average Account Size

$234,953

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Abby Mason Work History

2023 - Present (1 year)

Western Wealth Management, LLC

2022 - Present (2 years)

Lpl Financial LLC

2021 - Present (3 years)

Western Wealth Advisors

2020 - 2021 (1 year)

Hillsdale College

2019 - 2021 (2 years)

Colorado School Of Mines

2016 - 2021 (5 years)

Golden View Classical Academy

2013 - 2016 (3 years)

Colorado School Of Mines

Disclosures

Please visit the SEC profile of Abby Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western Wealth Management LLC

Krista Kirby
Conifer, CO
Rebecca Ruane
Johnstown, CO
Amy Bouchie
Evansville, IN
David Connelly
Englewood, CO
Gregory Beal
Golden, CO
Richard Murphy
Englewood, CO
Samuel Berdine
Beaver Falls, PA
Benjamen Rothwell
Neskowin, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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