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Brooke Martinez

Western Wealth Management LLC
9 Years of Experience
Golden, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brooke Martinez is a registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 9 years of industry experience. Brooke 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

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

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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 ActivitiesSells Insurance

Brooke operates under several DBAs for her LPL business, including Western Wealth Management, Blanchard Wealth Management, Woodlake Wealth Management, Aprisent Financial Group, Living Your Wealth, and LongView Wealth Strategies. She also dedicates minimal time to Associates of Clifton Park, which involves non-variable insurance.

Employment History
Current Registrations
Western Wealth Management LLC
October 2021 - Present · 5 yrs
LPL Financial LLC
October 2021 - Present · 5 yrs
LPL Financial LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
U.S. Bancorp Investments, INC.
July 2018 - October 2021 · 3 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
August 2017 - October 2021 · 4 yrs 2 mos
State Registrations8 states
AZCACOCTIDNCTXVA
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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