Daniella Friend
Daniella Friend is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 12 years of industry experience. Daniella 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
5251 DTC Pkwy, Suite 1045, Greenwood Village, CO, 80111
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Daniella operates under the DBA True Wealth Advisors INC for her LPL business. She also provides investment advisory services through GPS Wealth Strategies Group LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Gps Wealth Strategies Group, LLC
Arax Advisory Partners
Cedrus
Foreside Fund Services, LLCBroker
Umb Distribution Services, LLCBroker
First Trust Portfolios L.P.Broker
First Trust Advisors LP
Bondwave Advisors
State Registrations5 states
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.