West End Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$170,387,515
Clients
53
62% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
27
LowAverage account size
$3,214,859
About
West End Wealth Management serves high-net-worth individuals, families, trusts, estates and institutions and provides discretionary investment management, integrated financial planning, and retirement rollover advice. The firm manages approximately $170.4 million for 53 clients across two advisors and performs portfolio oversight only after an executed investment management agreement.
The firm’s investment process combines fundamental, cyclical and technical analysis, including charting, with Modern Portfolio Theory to construct customized portfolios that are reviewed and rebalanced at least monthly. Portfolios are implemented primarily with mutual funds, ETFs and individual debt and equity securities, with limited alternative exposure through ’40 Act funds/ETFs and the possibility of positions tied to digital-currency-related publicly traded products; options and other derivatives may also be used.
Compared with many peers, West End operates a relatively concentrated client base—implying larger average account sizes—and requires a $1,000,000 aggregated family minimum for relationships. The brochure also discloses the firm’s process for addressing conflicts around retirement-plan rollovers, its use of ORION for reporting and administrative support and Schwab Advisor Services for custody, and a policy to donate any correcting-trade gains to charity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Maximum fee of 1.25% annually, negotiable
Account minimum: $1,000,000
Main office location
West End Wealth Management, LLC
8055 E. Tufts Avenue, Suite 830
Denver CO 80237, United States
Number of offices
1
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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