William Dietz Mako
Investment adviser representative at Western Wealth Management LLC
15 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 yearsFirm in business
Are you William Dietz Mako? Claim your profile
Contact this firm
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
15 years in the industry.
- Western Wealth Management LLCOct 2025 to now
- LPL Financial LLCFeb 2025 to now
- Vail ResortsSep 2011 to now
- Summit County School DistrictOct 2021 to Mar 2022
- UnemployedMar 2020 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8040254
- Firm CRD
- 283545