Diana
Bobka
Western Wealth Management LLC
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About this Advisor
Diana Bobka is a financial advisor who works out of Golden, Colorado who has 7 years of relevant experience. Bobka works at Western Wealth Management LLC. Throughout their career, Bobka has worked at Edward Jones, Lpl Financial, LLC and Western Wealth Management, LLC. Bobka maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Colorado. Western Wealth Management LLC is a business operating out of Golden, CO. The company has offices in 40 locations and a total of 153 advisors. It handles $3 billion in total assets among its 12,396 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 29 charitable organizations. Of its 12,396 client accounts, 27% are held by high-net-worth investors who have more than $1 million in assets. Western Wealth Management LLC performs a number of services, such as 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. Financial management fees typically vary depending on which service is provided. Fees billed by Western Wealth Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Western Wealth Management LLC Brokerage Details
$2,586,420,347
153
12,396
$208,650
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
Diana Bobka Work History
Diana has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Western Wealth Management, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Diana Bobka 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
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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