Western Research And Management, L.l.c.
Western Research And Management, L.l.c. is an SEC-registered wealth manager with $38.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Western Research And Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109509, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $38.0M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 11
- Clients
- 101
- CRD
- 109509
- Ownership
- WOODARD, DONALD, MORRIS; CRAWFORD, JEFFREY, ALLEN; WESTERN COMMERCE GROUP, LLC; PRESTWOOD, JOE, CHAD; FRAZIER, DOUGLAS, STEPHEN
How much AUM does Western Research And Management, L.l.c. have?
Western Research And Management, L.l.c. reported $38.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Western Research And Management, L.l.c.?
Disclosed owners and executives of Western Research And Management, L.l.c. include WOODARD, DONALD, MORRIS, CRAWFORD, JEFFREY, ALLEN, WESTERN COMMERCE GROUP, LLC, PRESTWOOD, JOE, CHAD, FRAZIER, DOUGLAS, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.