Westwater Capital Management, LLC (Denver)


Westwater Capital Management, LLC is a large advisory firm based in Denver. It manages $27.93 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

Westwater Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Westwater Capital Management: assets under management

The assets under management (AUM) of Westwater Capital Management, LLC is $27.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Westwater Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Westwater Capital Management, LLC performs its advisory services is located at 1416 Larimer Street, Suite 201, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-893-3377 or by fax 303-893-3377. The normal business hours are 8am - 5pm on Monday - Friday.