Charles Edwin Hellums
Investment adviser representative at Western Wealth Management LLC
11 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
11 years in the industry.
- Western Wealth Management, LLCNov 2025 to now
- LPL Financial LLCJan 2023 to now
- Jefferson County SchoolsDec 2015 to now
- Gps Wealth Strategies GroupJan 2023 to Nov 2025
- Edward JonesApr 2017 to Jan 2023
- Farmers Financial SolutionsSep 2016 to Feb 2017
- Farmers InsuranceSep 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6712309
- Firm CRD
- 283545