AM
CFP
AM
CFP

Anthony Mirenda

15 Years of Experience
Broker

Anthony Mirenda is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 15 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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%.

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Location

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

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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 Activities

Anthony operates Front Range Wealth Management as a DBA for his LPL business and Western Wealth Management LLC, a registered investment advisor. These investment-related activities take up all of Anthony's time.

Employment History
Current Registrations
Western Wealth Management LLC
June 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
April 2016 - Present · 10 yrs
Previous Registrations
Western Wealth Management LLC
April 2016 - June 2016 · 2 mos
Morgan Stanley
August 2012 - May 2016 · 3 yrs 9 mos
Morgan StanleyBroker
August 2012 - May 2016 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - June 2012 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - June 2012 · 1 yr 11 mos
State Registrations6 states
CACOFLNYWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.