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Are you intrigued with independence?

There are many benefits of moving to an independent model. At Western Wealth, we work with advisors who are attracted to independence for two primary reasons:

Independence with Western Wealth

Most Competitive Payouts in the industry ranging from 85 – 95%

You can affiliate with Western Wealth in 3 different ways:

RIA PLATFORM

RIA Platform

Western Wealth Management is a SEC Registered Investment Advisory Firm

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HYBRID PLATFORM

Hybrid Platform

WWM RIA & LPL Financial Broker Dealer

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BROKER/DEALER PLATFORM

LPL Financial Broker Dealer Platform

LPL RIA & LPL Broker Dealer

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RIA Platform – Western Wealth Management is a SEC Registered
Investment Advisory Firm

Multi-Custody with partnerships with Schwab, Fidelity, LPL Financial and several
TAMPs (Turkey Asset Management Platform)

• Compliance Support – Talented team of advisor advocates with over 130 years combined compliance experience supported by a national full-service investment advisory compliance firm – ACA Group – Advisor Compliance Associates, LLC
• ADV FIling, Part 2 Brochures, Privacy Policy, CRS (Client Relationship Summary) & Compliance Manual
• E&O Policy (Errors & Omissions Insurance)
• Technology
• ORION - portfolio accounting services to fiduciary investment advisors. These services include reporting, trading, and billing technologies that can be used to create operational efficiencies for a better client experience
• Cybersecurity
• Email
• In House Technology Team

Hybrid Platform – WWM RIA & LPL Financial Broker Dealer

• Leveraging Western Wealth Management RIA for all advisory / fee-based business / or AUM (assets under management)
• While Running / Or Transacting all Brokerage / Transactional business through LPL Broker Dealer for Clearing Execution

LPL Financial Broker Dealer Platform – LPL RIA & LPL Broker Dealer

• LPL Financial broker dealer for execution on clearing and custody – Largest / Top Independent B/D in the industry
• Western Wealth Advisors is a top 10 Large Enterprise with LPL Financial since 2003 (*large enterprise with LPL over 100 advisors and over $1B in AUM)
• Self-Clearing Broker Dealer – more straight through and streamlined business processing
• Product Agnostic – No Proprietary Products