Daniel David Ellis

25 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth

Western Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

107 advisors

Number of Clients

8,964 clients

Average Client Portfolio

$440K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$5K

Location

14143 Denver West Pkwy Ste 450, Golden, CO, 80401

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History

Regulatory History (1)

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Customer Dispute

April 2016

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel co-owns multiple rental real estate properties and is also involved with Western Wealth Management as a Registered Investment Advisor. He also receives non-variable insurance commissions and is a co-owner of Core Progression, dedicating minimal time to each of these activities.