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Brent Devon Hablutzel

Western Wealth Management LLC
21 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
Western Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K

Location

5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Denied
Employment Separation After Allegations
July 2022
Customer Dispute
May 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Rockefeller Capital Management
February 2022 - August 2022 · 6 mos
Rockefeller Financial LLCBroker
February 2022 - August 2022 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - February 2022 · 17 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2004 - February 2022 · 17 yrs 11 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Brent Devon Hablutzel - Financial Advisor | TrueAdvisor