Justin
Wooley

Western Wealth Management LLC

CRD#5500238
Investment Advisor
in Fort Worth, TX

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About this Advisor

Justin Wooley is a financial advisor based in Fort Worth, Texas, working with Western Wealth Management LLC. Justin has previously held positions at Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Western Wealth Management, LLC, and Lpl Financial, LLC. Justin has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Justin is part of Western Wealth Management LLC, which operates out of Fort Worth, Texas. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

101 Summit Ave Suite 904
Fort Worth, TX 76102

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,250,103,126

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

112

TX Average: 28
Total Number of Accounts

13,833

TX Average: 1,101
Average Account Size

$234,953

TX 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

Justin Wooley Work History

2017 - Present (7 years)

Western Wealth Management, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2008 - 2014 (6 years)

Edward Jones

Disclosures

Please visit the SEC profile of Justin Wooley 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

Rebecca Ruane
Johnstown, CO
Krista Kirby
Conifer, CO
Abby Mason
Denver, CO
Benjamen Rothwell
Neskowin, OR
Amy Bouchie
Evansville, IN
Richard Murphy
Englewood, CO
Lynn Gill
Golden, CO
David Connelly
Englewood, CO

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