CRD: 283545
Western Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2016
- Office Locations
- 53
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).
Reported data analysis
What the numbers show
Between October 29, 2025 and June 9, 2026, reported AUM increased 35.8%, from $3.9B to $5.4B.
Across 5 reported observations, AUM increased 102.8% between October 7, 2022 and June 9, 2026, from $2.6B to $5.4B.
Of the latest reported AUM, 95.5% is discretionary and 4.5% is non-discretionary.
The firm reports 95 advisory representatives and 11,292 clients, or 118.9 clients per representative. That equates to $474.4K in reported AUM per client.
The profile lists 53 reported office locations and 10 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Western Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Western Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
KENNETH CHRISTOPHER ACAMPORA
President
- CRD
- #2186996
GUILLERMO DAVIS ADAME
--
- CRD
- #4903966
Showing 2 of 116 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Western Wealth Management LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Western Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing