Johndavid Woolley
Johndavid Woolley is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 6 years of industry experience. Johndavid 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
14143 Denver West Pkwy Ste 450, Golden, CO, 80401
Get directionsHistory
Regulatory History (1)
Criminal
July 2000Other Business ActivitiesSells Insurance
Johndavid works as an insurance agent for Magellan Financial, selling various insurance products, dedicating a few hours per week. He also owns rental real estate property, spending minimal time on maintenance.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Foundations Investment Advisors LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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.