Western Wealth Management, LLC

GOLDEN, CO · CIK 1767902 · 13F filing filed 2023-08-30

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$5.4bn
Staff98 · 95 in investment roles
Main clients (by assets)High net worth individuals 66%, Individuals 28%, Pension plans 3%
Websitedurableadvisor.com
Form ADV · 2026-06-09SEC adviser record

Kindwealth
Others nearbyGolden, CO, Boulder, CO, Denver, CO, Broomfield, CO, Englewood, CO, Fort Worth, TX

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Golden, CO (main office)United States	United States	1
Boulder, CO2 officesUnited States	United States	9
Broomfield, CO4 officesUnited States	United States	6
Denver, CO4 officesUnited States	United States	4
Greenwood Village, COUnited States	United States	4
Durango, CO3 officesUnited States	United States	3
Fort Worth, TXUnited States	United States	3
Johnstown, COUnited States	United States	3
Edwards, COUnited States	United States	2
Glen Rose, TXUnited States	United States	2
Lakewood, CO2 officesUnited States	United States	2
Arvada, COUnited States	United States	1

19 more cities

Aurora, COUnited States	United States	1
Basalt, COUnited States	United States	1
Beaverton, ORUnited States	United States	1
Castle Pines, COUnited States	United States	1
Elizabeth, COUnited States	United States	1
Englewood, COUnited States	United States	1
Evansville, INUnited States	United States	1
Fort Collins, COUnited States	United States	1
Happy Valley, ORUnited States	United States	1
Lakeview, AZUnited States	United States	1
Louisville, COUnited States	United States	1
Louisville, KYUnited States	United States	1
Mansfield, TXUnited States	United States	1
Parker, COUnited States	United States	1
Pueblo, COUnited States	United States	1
Roseville, CAUnited States	United States	1
Saint George, UTUnited States	United States	1
Scottsdale, AZUnited States	United States	1
St George, UTUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value +9.8% vs Q4 2022

642positions

21.8%in top 10

59 new 328 added 207 reduced 26 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	352,513	$58.1m5.41%	5.41%	Reduced -2.9k	-2,853 -0.8%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	118,571	$38.1m3.54%	3.54%	Added +6.5k	+6,512 5.8%
3	MICROSOFT CORP COM MSFT	MSFT	85,767	$24.7m2.30%	2.30%	Added +4.2k	+4,157 5.1%
4	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	422,424	$19.0m1.76%	1.76%	Reduced -13.2k	-13,161 -3.0%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	58,537	$18.1m1.68%	1.68%	Added +449	+449 0.8%
6	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	240,473	$17.5m1.63%	1.63%	Added +26.0k	+25,986 12.1%
7	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	104,031	$16.0m1.49%	1.49%	Added +1.1k	+1,067 1.0%
8	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	383,045	$14.6m1.35%	1.35%	Reduced -53.6k	-53,551 -12.3%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	34,652	$14.2m1.32%	1.32%	Reduced -716	-716 -2.0%
10	AMAZON COM INC COM AMZN	AMZN	137,141	$14.2m1.32%	1.32%	Added +6.4k	+6,431 4.9%
11	ISHARES TR S&P 500 GRWT ETF IVW	IVW	218,601	$14.0m1.30%	1.30%	Reduced -6.4k	-6,407 -2.9%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	32,489	$13.4m1.24%	1.24%	Reduced -1.0k	-1,015 -3.0%
13	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	317,973	$12.9m1.20%	1.20%	Added +60.1k	+60,072 23.3%
14	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	247,407	$11.9m1.11%	1.11%	Added +16.1k	+16,120 7.0%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	53,604	$10.9m1.02%	1.02%	Added +678	+678 1.3%
16	ISHARES TR CORE S&P MCP ETF IJH	IJH	42,593	$10.7m0.99%	0.99%	Added +72	+72 0.2%
17	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	80,225	$10.6m0.99%	0.99%	Added +16.6k	+16,578 26.1%
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	97,190	$10.1m0.94%	0.94%	Added +4.5k	+4,532 4.9%
19	TESLA INC COM TSLA	TSLA	48,222	$10.0m0.93%	0.93%	Added +2.4k	+2,388 5.2%
20	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	75,210	$9.7m0.91%	0.91%	Added +1.5k	+1,548 2.1%
21	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	20	$9.3m0.87%	0.87%	Added +2	+2 11.1%
22	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	207,089	$8.3m0.77%	0.77%	Added +11.7k	+11,692 6.0%
23	COSTCO WHSL CORP NEW COM COST	COST	16,023	$8.0m0.74%	0.74%	Added +425	+425 2.7%
24	VISA INC COM CL A V	V	32,746	$7.4m0.69%	0.69%	Added +390	+390 1.2%
25	NVIDIA CORPORATION COM NVDA	NVDA	25,991	$7.2m0.67%	0.67%	Added +3.9k	+3,931 17.8%
26	ISHARES TR S&P 500 VAL ETF IVE	IVE	46,510	$7.1m0.66%	0.66%	Reduced -835	-835 -1.8%
27	SPDR SER TR S&P DIVID ETF SDY	SDY	56,920	$7.0m0.66%	0.66%	Added +1.5k	+1,507 2.7%
28	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	153,582	$6.7m0.63%	0.63%	Added +1.1k	+1,091 0.7%
29	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	116,664	$6.5m0.60%	0.60%	Added +17.3k	+17,287 17.4%
30	BROADCOM INC COM AVGO	AVGO	9,925	$6.4m0.59%	0.59%	Added +433	+433 4.6%
31	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	40,584	$6.1m0.57%	0.57%	Reduced -352	-352 -0.9%
32	HOME DEPOT INC COM HD	HD	20,554	$6.1m0.56%	0.56%	Added +564	+564 2.8%
33	ABBVIE INC COM ABBV	ABBV	37,952	$6.0m0.56%	0.56%	Added +4.5k	+4,509 13.5%
34	FIRST TR SML CP CORE ALPHA F COM SHS FYX	FYX	74,914	$6.0m0.56%	0.56%	Reduced -3.3k	-3,332 -4.3%
35	JPMORGAN CHASE & CO COM JPM	JPM	45,152	$5.9m0.55%	0.55%	Added +1.7k	+1,734 4.0%
36	JOHNSON & JOHNSON COM JNJ	JNJ	37,664	$5.8m0.54%	0.54%	Reduced -313	-313 -0.8%
37	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	89,576	$5.3m0.50%	0.50%	Added +42.1k	+42,082 88.6%
38	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,912	$5.2m0.49%	0.49%	Added +769	+769 5.8%
39	VICTORY PORTFOLIOS II VCSHS US EQ INCM CDC	CDC	85,592	$5.2m0.48%	0.48%	Reduced -2.7k	-2,732 -3.1%
40	VERIZON COMMUNICATIONS INC COM VZ	VZ	129,698	$5.0m0.47%	0.47%	Added +18.7k	+18,682 16.8%
41	CHEVRON CORP NEW COM CVX	CVX	30,741	$5.0m0.47%	0.47%	Reduced -1.4k	-1,394 -4.3%
42	EXXON MOBIL CORP COM XOM	XOM	44,381	$4.9m0.45%	0.45%	Reduced -2.0k	-2,045 -4.4%
43	UNITEDHEALTH GROUP INC COM UNH	UNH	10,058	$4.8m0.44%	0.44%	Reduced -169	-169 -1.6%
44	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	123,904	$4.7m0.44%	0.44%	Added +49.2k	+49,165 65.8%
45	PACER FDS TR LUNT LRG CP ALTR ALTL	ALTL	121,211	$4.6m0.43%	0.43%	Reduced -50.8k	-50,842 -29.6%
46	ISHARES TR CORE S&P SCP ETF IJR	IJR	47,477	$4.6m0.43%	0.43%	Reduced -1.4k	-1,447 -3.0%
47	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,815	$4.6m0.42%	0.42%	Reduced -9	-9 -0.1%
48	MCDONALDS CORP COM MCD	MCD	16,103	$4.5m0.42%	0.42%	Added +511	+511 3.3%
49	SELECT SECTOR SPDR TR ENERGY XLE	XLE	54,243	$4.5m0.42%	0.42%	Reduced -5.3k	-5,287 -8.9%
50	COCA COLA CO COM KO	KO	72,075	$4.5m0.42%	0.42%	Added +467	+467 0.7%
51	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	105,235	$4.4m0.41%	0.41%	Reduced -3.6k	-3,635 -3.3%
52	SPDR GOLD TR GOLD SHS GLD	GLD	23,482	$4.3m0.40%	0.40%	Added +2.4k	+2,437 11.6%
53	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	264,256	$4.2m0.39%	0.39%	Added +6.1k	+6,129 2.4%
54	ALPHABET INC CAP STK CL C GOOG	GOOG	39,610	$4.1m0.38%	0.38%	Added +976	+976 2.5%
55	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	168,630	$4.1m0.38%	0.38%	Added +32.7k	+32,710 24.1%
56	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	119,535	$4.1m0.38%	0.38%	Added +87.6k	+87,570 274.0%
57	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	32,708	$4.1m0.38%	0.38%	Added +7.8k	+7,765 31.1%
58	QUALCOMM INC COM QCOM	QCOM	31,737	$4.0m0.38%	0.38%	Added +576	+576 1.9%
59	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	58,293	$3.9m0.37%	0.37%	Reduced -4.4k	-4,382 -7.0%
60	CISCO SYS INC COM CSCO	CSCO	74,994	$3.9m0.36%	0.36%	Added +4.4k	+4,415 6.3%
61	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	150,915	$3.8m0.36%	0.36%	Added +29.0k	+28,971 23.8%
62	CINTAS CORP COM CTAS	CTAS	8,081	$3.7m0.35%	0.35%	Reduced -7	-7 -0.1%
63	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	73,849	$3.7m0.35%	0.35%	Added +840	+840 1.1%
64	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	4,197	$3.6m0.33%	0.33%	Added +81	+81 2.0%
65	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	47,869	$3.5m0.33%	0.33%	Added +5.0k	+5,015 11.7%
66	ISHARES TR MSCI USA MIN VOL USMV	USMV	48,312	$3.5m0.33%	0.33%	Added +453	+453 0.9%
67	MASTERCARD INCORPORATED CL A MA	MA	9,646	$3.5m0.33%	0.33%	Reduced -173	-173 -1.8%
68	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	68,815	$3.5m0.33%	0.33%	Added +5.5k	+5,458 8.6%
69	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	13,743	$3.4m0.32%	0.32%	Added +270	+270 2.0%
70	PROCTER AND GAMBLE CO COM PG	PG	23,023	$3.4m0.32%	0.32%	Added +1.7k	+1,656 7.8%
71	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	75,229	$3.4m0.32%	0.32%	Reduced -13.3k	-13,288 -15.0%
72	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	89,820	$3.4m0.31%	0.31%	Added +684	+684 0.8%
73	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	45,690	$3.3m0.31%	0.31%	Added +2.7k	+2,730 6.3%
74	META PLATFORMS INC CL A META	META	15,407	$3.3m0.30%	0.30%	Added +254	+254 1.7%
75	WALMART INC COM WMT	WMT	21,781	$3.2m0.30%	0.30%	Added +119	+119 0.6%
76	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	51,504	$3.2m0.30%	0.30%	Added +6.0k	+6,003 13.2%
77	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	120,289	$3.2m0.30%	0.30%	Added +12.2k	+12,228 11.3%
78	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	50,438	$3.1m0.29%	0.29%	Added +4.3k	+4,306 9.3%
79	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	63,733	$3.1m0.29%	0.29%	Added +41	+41 0.1%
80	VICTORY PORTFOLIOS II VICSHS DV AC ETF VSDA	VSDA	67,297	$3.0m0.28%	0.28%	Added +7.2k	+7,202 12.0%
81	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	8,974	$3.0m0.28%	0.28%	Reduced -311	-311 -3.4%
82	ISHARES TR CORE DIV GRWTH DGRO	DGRO	59,309	$3.0m0.28%	0.28%	Reduced -1.2k	-1,237 -2.0%
83	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	62,211	$2.9m0.27%	0.27%	Added +188	+188 0.3%
84	ELI LILLY & CO COM LLY	LLY	8,395	$2.9m0.27%	0.27%	Added +1.2k	+1,235 17.2%
85	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,979	$2.9m0.27%	0.27%	Added +26	+26 0.5%
86	MERCK & CO INC COM MRK	MRK	26,710	$2.8m0.26%	0.26%	Added +45	+45 0.2%
87	DISNEY WALT CO COM DIS	DIS	28,194	$2.8m0.26%	0.26%	Added +922	+922 3.4%
88	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	87,364	$2.8m0.26%	0.26%	Added +27.3k	+27,314 45.5%
89	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	26,511	$2.8m0.26%	0.26%	Reduced -1.3k	-1,320 -4.7%
90	CVS HEALTH CORP COM CVS	CVS	37,591	$2.8m0.26%	0.26%	Added +77	+77 0.2%
91	ISHARES TR RUSSELL 2000 ETF IWM	IWM	15,550	$2.8m0.26%	0.26%	Added +71	+71 0.5%
92	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	37,563	$2.8m0.26%	0.26%	Added +8.9k	+8,913 31.1%
93	BOEING CO COM BA	BA	13,008	$2.8m0.26%	0.26%	Added +161	+161 1.2%
94	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	85,916	$2.8m0.26%	0.26%	Added +7.1k	+7,123 9.0%
95	ISHARES TR SELECT DIVID ETF DVY	DVY	22,995	$2.7m0.25%	0.25%	Reduced -185	-185 -0.8%
96	ISHARES INC CORE MSCI EMKT IEMG	IEMG	54,614	$2.7m0.25%	0.25%	Added +7.9k	+7,944 17.0%
97	ISHARES TR CORE S&P TTL STK ITOT	ITOT	29,343	$2.7m0.25%	0.25%	Reduced -30	-30 -0.1%
98	ISHARES TR CORE S&P US GWT IUSG	IUSG	29,199	$2.6m0.24%	0.24%	Reduced -983	-983 -3.3%
99	PEPSICO INC COM PEP	PEP	13,911	$2.5m0.24%	0.24%	Reduced -70	-70 -0.5%
100	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	108,592	$2.5m0.23%	0.23%	Added +22.5k	+22,540 26.2%

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
FIRST TR EXCHANGE-TRADED FD EKG	EKG	24,119	$1.9m24.1k shares
LINDE PLC 99952EUR	99952EUR	5,112	$1.7m5.1k shares
OMNICOM GROUP INC OMC	OMC	11,972	$976.6k12.0k shares
GOLDMAN SACHS MLP ENERGY REN		67,950	$868.4k68.0k shares
INVESCO EXCH TRD SLF IDX FD ISDX	ISDX	16,374	$439.8k16.4k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	1,797	$374.1k1.8k shares
V F CORP VFC	VFC	12,309	$339.9k12.3k shares
JANUS DETROIT STR TR JMBS	JMBS	6,462	$293.8k6.5k shares
ISHARES TR VLUE	VLUE	3,145	$286.7k3.1k shares
FIRST TR EXCHNG TRADED FD VI LDSF	LDSF	14,389	$265.3k14.4k shares
FIFTH THIRD BANCORP FITB	FITB	7,893	$259.0k7.9k shares
MOSAIC CO NEW MOS	MOS	5,835	$256.0k5.8k shares
OCCIDENTAL PETE CORP OXY	OXY	4,053	$255.3k4.1k shares
HUNT J B TRANS SVCS INC JBHT	JBHT	1,345	$234.6k1.3k shares
CENTENE CORP DEL CNC	CNC	2,833	$232.3k2.8k shares
PROSHARES TR HYHG	HYHG	3,731	$217.9k3.7k shares
INVESCO EXCHANGE TRADED FD T RSPH	RSPH	732	$211.2k732 shares
CONAGRA BRANDS INC CAG	CAG	5,427	$210.0k5.4k shares
MODERNA INC MRNA	MRNA	1,162	$208.7k1.2k shares
DOMINION ENERGY INC D	D	3,388	$207.8k3.4k shares
LAUDER ESTEE COS INC EL	EL	822	$204.0k822 shares
INVESCO DB COMMDY INDX TRCK DBC	DBC	8,199	$202.1k8.2k shares
AMERICAN WTR WKS CO INC NEW AWK	AWK	1,312	$200.1k1.3k shares
GLOBAL X FDS QYLD	QYLD	10,295	$163.8k10.3k shares
VIEWRAY INC VRAYQ	VRAYQ	25,568	$114.5k25.6k shares