Anna Graff is a registered investment advisor at Western Wealth Management LLC, based in Denver, CO, with 4 years of industry experience. Anna 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
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
Location
3900 E. Mexico Ave, Ste 950, Denver, CO, 80210
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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.
Learn about disclosures →Other Business Activities
Anna provides investment advisory services through GPS Wealth Strategies Group, LLC, starting in January 2023, and dedicates full-time hours to this activity. She also operates under the DBA True Wealth Advisors Inc. for her LPL business since July 2018.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Gps Wealth Strategies Group, LLC
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.
Exams
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