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Michael Coleman

Western Wealth Management LLC
27 Years of Experience
Golden, CO
1 DisclosureBroker
View SEC Summary
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Michael Coleman is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.

Western Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
11,253 clients
Average Client Portfolio
$476K average
Assets Under Management
$5.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 7 mos
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 7 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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