Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
25yrs
Van Freeman has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Fort Worth, Texas. After nine years at WWK Wealth Advisors and seven years at UBS Financial Services, Van joined Western Wealth Management in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 18% by experience in Fort Worth
Office100 Summit Ave. Suite 904, Fort Worth, TX 76102
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$457,153
Advisors at the firm102
States licensed ?1 state
Services through Western Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowWestern Wealth Management LLCCurrent firm
- 2009 – 2019WWK Wealth AdvisorsPreviously
- 2002 – 2009UBS Financial Services Inc.Previously
- Feb 2002 – Jun 2002MerrillPreviously
Contact Van
(303) 393-2404Firm headquarters in Golden, CO. Ask for Van. 100 Summit Ave. Suite 904Fort Worth, TX 76102Office · Get directions LinkedIn pageWestern Wealth Management
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Questions to ask Van
Tailored to Van’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Van
How do I contact Van?
Call Western Wealth Management at (303) 393-2404 and ask for Van Freeman. Van works from the Fort Worth, TX office.
How long has Van been a financial advisor?
Van has been in the industry since 2002, about 25 years. Top 18% by experience in Fort Worth.
What licenses does Van hold?
Series 66. Tap any license on this page to see what it allows.
Is Van a fiduciary?
Van is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Van paid?
Western Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Van for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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