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Michael Coleman

Western Wealth Management LLC
26 Years of Experience
Golden, CO
1 DisclosureBroker
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Michael Coleman is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 26 years of industry experience. Michael 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.

Western Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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%.

View Full SEC Brochure

Location

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

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History

Regulatory History (1)
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Criminal
May 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael operates Woodlake Wealth Management as a DBA for his LPL business since 2017. He also provides investment advisory services through Western Wealth Management, dedicating full-time hours to this activity.

Employment History
Current Registrations
Western Wealth Management LLC
March 2017 - Present · 9 yrs 6 mos
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
LPL Financial LLC
July 2017 - October 2020 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
October 2009 - March 2017 · 7 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 2009 - March 2017 · 7 yrs 5 mos
Ameriprise Advisor Services, INC.
May 2009 - October 2009 · 5 mos
Ameriprise Advisor Services, INC.Broker
May 2009 - October 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - May 2009 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - May 2009 · 4 yrs 7 mos
Piper Jaffray & CO.
December 2002 - October 2004 · 1 yr 10 mos
Piper Jaffray & CO.Broker
December 2002 - October 2004 · 1 yr 10 mos
Wells Fargo Investments, LLC
April 2001 - December 2002 · 1 yr 8 mos
Wells Fargo Brokerage Services, L.L.C.Broker
March 2001 - August 2002 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
December 2000 - December 2002 · 2 yrs
Wells Fargo Brokerage Services, L.L.C.Broker
June 1999 - December 2000 · 1 yr 6 mos
State Registrations14 states
AZCOFLILINMEMINHNMORTXVTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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