William
Fleming

Western Wealth Management LLC

CRD#1539946
Investment Advisor
in Denver, CO
Are you William Fleming? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Fleming is a certified financial planner working out of Denver, Colorado, who has been in the industry for 32 years. Fleming currently works for Western Wealth Management LLC. The advisor has gained experience at Lpl Financial Corporation, Michael Greenspon, Mutual Service Corporation, Gallacher Capital Management, LLC, Western Wealth Management LLC and Western Wealth Management, LLC. Fleming has a Series 63 license, designating them as a securities representative, and can operate in Colorado. Western Wealth Management LLC is a registered investment business that has its headquarters in Denver, Colorado. The firm has offices in 44 locations and a total of 72 advisors. It oversees $1 billion in total assets across its 6,242 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to 15 charities and foundations. Of its 6,242 customer accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in investable assets. Western Wealth Management LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services. However, fees charged by Western Wealth Management LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

32 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

3934 S Peach Way
Denver, CO 80237

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,187,840,605

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

72

CO Average: 28
Total Number of Accounts

6,242

CO Average: 1,101
Average Account Size

$190,298

CO Average: $2,134,119

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

William Fleming Work History

William has 32 years of experience.

2016 - Present (3 years)

Western Wealth Management LLC

2016 - 2016 (0 years)

Western Wealth Management, LLC

2009 - Present (10 years)

Lpl Financial Corporation

2009 - 2016 (7 years)

Gallacher Capital Management, LLC

1986 - 2009 (23 years)

Michael Greenspon

1986 - 2009 (23 years)

Mutual Service Corporation

Disclosures

William Fleming has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started