CRD: 152011
THE Western Wealth Group, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2010
- Office Locations
- 1
Office Locations
About THE Western Wealth Group, Inc.
Western Wealth Group is a Denver-area RIA providing detailed financial and retirement planning alongside portfolio management and allocation design. Led by founder J.D. Teschler (former Schwab VP who helped launch Schwab’s Private Client division), the firm emphasizes fiduciary, client-first advice and proprietary model allocations, often implemented with public funds and ETFs. Primarily custodians include Charles Schwab and Fidelity/NFS.
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Owner & Executives
JAHNDAVID ARTHUR TESCHLER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4034292
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,336,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,336,836 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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