Aaron Paul Bagully
Investment adviser representative at Western Wealth Management LLC
14 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
14 years in the industry.
- Western Wealth Management LLCSep 2023 to now
- LPL Financial LLCSep 2023 to now
- Edward JonesAug 2012 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- 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
- 5374204
- Firm CRD
- 283545