Colin James Green
Investment adviser representative at Western Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$5.4BFirm assets
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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 LLCApr 2026 to now
- Blueheel LLCMay 2024 to now
- Belmont Group, Inc.Mar 2021 to Apr 2024
- Aprisent Financial GroupJul 2020 to Feb 2021
- UnemployedDec 2019 to Jul 2020
- Cloverdale Capital ManagementApr 2019 to Dec 2019
- Veterans Affairs - National Institute of HealthAug 2017 to May 2019
- Southern Methodist UniversityMay 2014 to May 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8022868
- Firm CRD
- 283545