Derick Lance Volle
Investment adviser representative at Western Wealth Management LLC
10 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
10 years in the industry.
- Western Wealth Management, LLCMay 2022 to now
- LPL Financial, LLCMay 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2022
- Wells Fargo Advisors, LLCAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4520041
- Firm CRD
- 283545