Advisor at Western Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Western Wealth Management LLC
Location
Lakewood, CO 80228
Credentials
Series 63, Series 65
Industry experience
29 years
Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.
Based on Western Wealth Management LLC
Based on Western Wealth Management LLC
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.
$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)
Some IARs are registered representatives of LPL and may earn commissions on securities sales.
$100 to $1,000 per hour for financial planning and consulting services.
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.
12265 Bayaud Ave, Suite 230
Lakewood, CO 80228
Colorado
Western Wealth Management, LLC
2014 - Present (12 years)
LPL Financial
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")