The Western Wealth Group, Inc.

The Western Wealth Group, Inc. is a registered investment advisor based in Colorado, established in December 2009 by Jahndavid A. Teschler, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, and estates, acting as a fiduciary to clients. Services include customized investment management, retirement plan accounts management, and financial planning services. The firm primarily constructs portfolios using mutual funds, ETFs, individual stocks, bonds, and other investments based on client goals and risk tolerance. Western's investment approach is long-term focused, with discretion over client investments. As of December 31, 2024, the firm manages $88,548,912 in client assets on a discretionary basis. Fees are typically 1.00% per annum, based on assets under management, and are billed quarterly. Western does not charge performance-based fees and does not engage in wrap fee programs. The firm does not have custody of client funds and recommends Fidelity as a custodian. The President, Jahndavid A. Teschler, has a B.S. in Business Management and has been with the firm since its inception. The firm has no disciplinary events to disclose and maintains a privacy policy to protect client information. Clients are encouraged to perform due diligence and can access additional information on the SEC's website.