John
Trujillo
West End Wealth Management, LLC
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About this Advisor
John Trujillo is a certified financial planner based in Denver, Colorado who has 8 years of industry experience. Trujillo is an employee of West End Wealth Management, LLC. Throughout their career, Trujillo has worked at West End Wealth Management, LLC and Umb Private Wealth Management. Trujillo is able to work in Colorado and Texas. West End Wealth Management, LLC is a registered investment business based in Denver, CO. It has $97 million in assets across its 116 client accounts, placing it among the smaller firms in the United States by assets under management. Of its 116 accounts, 78% are held by high-net-worth individuals who have at least $1 million in assets available to invest. West End Wealth Management, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on the services provided. However, fees charged by West End Wealth Management, LLC likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West End Wealth Management, LLC Brokerage Details
$96,543,144
2
116
$832,268
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Trujillo Work History
John has been registered as a financial advisor for 8 years.*
West End Wealth Management, LLC
Umb Private Wealth Management
*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 John Trujillo 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 West End Wealth Management, LLC
Denver, CO
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
