Brent Hablutzel is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 21 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2022Employment Separation After Allegations
July 2022Customer Dispute
May 2015Other Business Activities
Brent owns two residential investment properties, one since 2008 and the other since 2015. He spends minimal time on these activities.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.