user avatar

Ali Barghelame

Advisor at Western Wealth Management LLC

Updated today
Western Wealth Management LLC logo

Firm

Western Wealth Management LLC

Location

Denver, CO 80222

Credentials

ChFC®, Series 66

Industry experience

20 years

About

Ali Barghelame is a financial advisor with Western Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has been associated with Massmutual Life Insurance Company since 2008. Outside of his advisory work, he is an owner and co-distributor of a nutritional supplements business. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple advisory programs.

Client services

Based on Western Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Western Wealth Management LLC

College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Fixed

Flat fees ranging from $100 to $10,000 for financial planning and consulting services; flat fees up to 2.5% of AUM may also be applied for portfolio management in certain circumstances.

Percentage

$0+: Up to 3.0% annually for Comprehensive Portfolio Management (maximum) - negotiable and may be flat fee or percentage-based $10,000 - $249,999: Up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.5% annually for LPL Model Wealth Portfolios Program (MWP) $50,000+: Up to 3.0% annually for LPL Manager Access Select Program (MAS) $100,000+: Up to 3.0% annually for LPL Manager Access Network (MAN) $5,000+: 1.4% annually for LPL Guided Wealth Portfolios Program (GWP)

Commissions

Some IARs are registered representatives of LPL and may earn commissions on securities sales.

Project-based

$100 to $1,000 per hour for financial planning and consulting services.

Other

Account minimum: $5,000 Fee-only: Financial planning fees range from $100 to $10,000 flat fee; hourly fees range from $100 to $1,000 per hour; ongoing fees available with automatic renewals.

Location

1355 S. Colorado Blvd, Suite 406

Denver, CO 80222

Most active in

Colorado

Work history

Financial Advocates Investment Management

2017 - Present (9 years)

Massmutual Life Insurance Company

2008 - Present (18 years)

MML INVESTORS SERVICES

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")