Julia
Bourlakov
Western Wealth Management LLC
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About this Advisor
Julia Bourlakov is a financial advisor who works in Denver, Colorado who has 6 years of relevant experience. Bourlakov is an advisor for Western Wealth Management LLC. Over the course of their career, Bourlakov has held roles at Edward Jones, Lpl Financial, LLC and Western Wealth Management, LLC. Bourlakov holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Western Wealth Management LLC is a registered investment firm operating out of Golden, CO. The company has offices in 40 locations and a total of 153 advisors. It controls $3 billion in total assets between its 12,396 client accounts, placing it among the biggest investment 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 individuals who have greater than $1 million in assets available to invest. Western Wealth Management LLC provides 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. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees billed by Western Wealth Management LLC most likely include 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
Julia Bourlakov Work History
Julia has been registered as a financial advisor for 6 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 Julia Bourlakov 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
Elizabeth, CO
Englewood, CO
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Englewood, CO
Boulder, 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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