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Abby Marie Mason

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
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Location

1546 Williams St., Suite 203, Denver, CO, 80218

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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

Abby operates her LPL business under the DBAs Western Wealth Advisors and Western Wealth. She also provides investment advisory services through Western Wealth Management LLC, and tutors math, and is an adjunct faculty member at Colorado School of Mines, dedicating about 10-20% of her time to the latter two activities.

Employment History
Current Registrations
Western Wealth Management LLC
August 2023 - Present · 2 yrs 6 mos
LPL Financial LLC
July 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
July 2022 - Present · 3 yrs 7 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Abby Marie Mason - Financial Advisor | TrueAdvisor