Shane Shirley Bartholomew
Investment adviser representative at Western Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Western Wealth Management, LLCJul 2026 to now
- LPL Financial LLCJul 2026 to now
- Bank of America, N.A.Oct 2019 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Jun 2019
- UnemployedJan 2018 to Jan 2019
- Renassaince GraniteJun 2017 to Jan 2018
- UnemployedOct 2016 to May 2017
- NexeoMay 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2848677
- Firm CRD
- 283545