Michael
Schumar
Western Wealth Management LLC
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About this Advisor
Michael Schumar is a financial advisor based out of Denver, Colorado with a total of 7 years of industry experience. Schumar currently works for Western Wealth Management LLC. During their career, Schumar has held roles at Wells Fargo Advisors LLC, Lpl Financial LLC and Western Wealth Management LLC. Schumar has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to operate in Colorado. Western Wealth Management LLC is an advisory firm based in Golden, CO. The company has offices in 40 locations and a total of 153 advisors. It handles $3 billion in assets under management across its 12,396 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 29 charities and foundations. Of its 12,396 accounts, 27% are associated with high-net-worth investors who have greater 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 fee schedules largely are based on which services are offered. However, fees billed by Western Wealth Management LLC may include some combination 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
Michael Schumar Work History
Michael has been registered as a financial advisor for 7 years.*
Western Wealth Management LLC
Lpl Financial LLC
Western Wealth Management LLC
Wells Fargo Advisors LLC
*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 Michael Schumar 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
Englewood, CO
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Neskowin, OR
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Frisco, 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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