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The fee is negotiable.","source":"FORM ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Western Wealth Management use?","answer":"Western Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $4.38B and Charles Schwab & Co., Inc. (Westlake, TX), with $666M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Western Wealth Management have?","answer":"Western Wealth Management has 95 investment adviser representatives registered with state securities authorities, out of 98 employees, and 95 perform investment advisory functions. 79 employees are registered representatives of a broker-dealer and 81 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Western Wealth Management invest in?","answer":"At the end of its last fiscal year, Western Wealth Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 4% cash and equivalents, 2% high-yield corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Structured Products; Rights, Units, Warrants.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Western Wealth Management?","answer":"Western Wealth Management’s direct owners are Kara Jett, Lisa Esslinger and Caden Russell, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 9 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Western Wealth Management get paid?","answer":"Western Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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