Stuart
Green

Western Wealth Management LLC

CRD#5713549
Investment Advisor
in Edwards, CO

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About this Advisor

Stuart Green is a certified financial planner working in Edwards, Colorado with 7 years of relevant experience. Green is an advisor for Western Wealth Management LLC. Throughout their career, they have worked at Lpl Financial, LLC, Western Wealth Management, LLC and Western Wealth Management LLC. Green maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Western Wealth Management LLC is a financial advisory business based out of Golden, CO. The company has offices in 40 locations and a total of 153 people on staff. It handles $3 billion in assets under management among its 12,396 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 29 charities and foundations. Of its 12,396 accounts, 27% belong to high-net-worth individuals who have at least $1 million in assets available to invest. 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. Fees charged by financial advisors depend on the services provided. Fees charged by Western Wealth Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

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

137 Main Street Unit O-203
Edwards, CO 81632

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$2,586,420,347

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

153

CO Average: 28
Total Number of Accounts

12,396

CO Average: 1,101
Average Account Size

$208,650

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

Stuart Green Work History

Stuart has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Western Wealth Management LLC

2009 - Present (15 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Western Wealth Management, 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 Stuart Green 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

Ryan Cirasiello
Englewood, CO
Kenneth Acampora
Englewood, CO
Richard Murphy
Englewood, CO
Benjamen Rothwell
Neskowin, OR
Ronald Vermillion
Elizabeth, CO
Nipapan Rosenblum
Boulder, CO
Raymond Vanderwal
Parker, CO
Anthony Mirenda
Englewood, 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.

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