CRD: 234791
West END Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2015
- Office Locations
- 1
Office Locations
About West END Wealth Management, LLC
West End Wealth Management is a Denver-based RIA providing comprehensive financial planning and customized portfolio management for high-net-worth individuals, nonprofits, and corporate clients. The firm emphasizes collaborative, tailored plans and long-term, family-oriented wealth stewardship. Investment decisions are led by Wealth Advisor Marti Brust and Portfolio Manager John Trujillo, with client assets custodied at Charles Schwab.
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Owner & Executives
MARTI LEE BRUST
Managing Member, Wealth Advisor
- CRD
- #4460720
- Ownership
- 50% but less than 75%
JOHN A. TRUJILLO II
Chief Compliance Officer, Managing Member
- CRD
- #6513006
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,387,515 | $1,128,394 |
| Non-Discretionary | $0 | -- |
| Total | $170,387,515 | $1,128,394 |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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