Stuart Green is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Edwards, CO, with 16 years of industry experience. Stuart 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
137 Main Street, Unit O-203, Edwards, CO, 81632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stuart operates Aprisent Financial Group and Western Wealth Management, both DBAs for his LPL business, dedicating full-time hours to these activities. Additionally, Stuart co-owns and rents out real estate, spending minimal time on these rental activities.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
LPL Financial LLC
State Registrations2 states
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