Steven Ehnstrom
Steven Ehnstrom is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
14143 Denver West Pkwy, Suite 450, Golden, CO, 80401
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2018Judgment / Lien
December 2017Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.