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CFP
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CFP

Anthony Mirenda

Western Wealth Management LLC
15 Years of Experience
Greenwood Village, CO
Broker
View SEC Summary
View SEC Summary

Anthony Mirenda is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 15 years of industry experience. Anthony 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
112 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

5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Anthony operates Front Range Wealth Management as a DBA for his LPL business and Western Wealth Management LLC, a registered investment advisor. These investment-related activities take up all of Anthony's time.

Employment History
Current Registrations
Western Wealth Management LLC
June 2016 - Present · 10 yrs 4 mos
LPL Financial LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Western Wealth Management LLC
April 2016 - June 2016 · 2 mos
Morgan StanleyBroker
August 2012 - May 2016 · 3 yrs 9 mos
Morgan Stanley
August 2012 - May 2016 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - June 2012 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - June 2012 · 1 yr 11 mos
State Registrations6 states
CACOFLNYWAWI
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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