AB
ChFC
AB
ChFC

Ali Barghelame

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
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
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Location

1601 Cooper Point Road Nw, Olympia, WA, 98502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ali is a co-distributor of Advocare nutritional supplements with his spouse since 2000, dedicating minimal time to this. He also owns investment real estate properties and sells individual and group life and health insurance through Barghelame Wealth Advisors, spending a few hours per week on each of these activities.

Employment History
Current Registrations
Western Wealth Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Financial Advocates Investment Management
May 2017 - August 2025 · 8 yrs 3 mos
MML Investors Services, LLCBroker
January 2008 - June 2017 · 9 yrs 5 mos
MML Investors Services, LLC
January 2008 - June 2017 · 9 yrs 5 mos
Northwestern Mutual Investment Services,llc
February 2006 - January 2008 · 1 yr 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2005 - January 2008 · 2 yrs 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Ali Barghelame - Financial Advisor | TrueAdvisor