CRD: 283545
Western Wealth Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2016
- Office Locations
- 51
Office Locations
About Western Wealth Management LLC
Western Wealth is an independence platform and network for financial advisors, providing hands-on practice support so advisors can focus on client relationships, investment management, and financial planning. The firm helps with transition logistics, office setup, legal structure, and back-office/HR needs, while connecting advisors with like-minded peers. Its affiliated advisor community spans RIA, hybrid, and corporate models and includes programs like Women of Western Wealth (WOWW).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LISA MARIE ESSLINGER
PARTNER, Principal
- CRD
- #3248989
- Ownership
- 25% but less than 50%
CADEN LOUISA RUSSELL
Director, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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KENNETH CHRISTOPHER ACAMPORA
President
- CRD
- #2186996
GUILLERMO DAVIS ADAME
--
- CRD
- #4903966
Showing 2 of 115 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,118,114,489 | $272,995 |
| Non-Discretionary | $239,262,795 | $455,739 |
| Total | $5,357,377,284 | $277,973 |
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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 |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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