Western Wealth Management
43yrs
Top advisor by experience in Golden
9yrs
Charles Hellums
Full name on record: Charles Edwin Hellums
Financial advisor at Western Wealth Management
Charles Hellums is a fiduciary financial advisor in Golden, Colorado, with 9 years in the industry. After three years at GPS Wealth Strategies Group and five years at Edward Jones, Charles joined Western Wealth Management in 2025, 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 121 advisors with offices in Golden, and one of 114 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office14143 Denver Parkway., Suite 450, Golden, CO 80401
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
- Nov 2025 – nowWestern Wealth Management LLCCurrent firm
- 2023 – 2025GPS Wealth Strategies Group, LLCPreviously
- 2017 – 2023Edward JonesPreviously
Contact Charles
(303) 393-2404Western Wealth Management main office 14143 Denver Parkway., Suite 450Golden, CO 80401Office · Get directions LinkedIn pageWestern Wealth Management
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Questions to ask Charles
Tailored to Charles’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 Charles
How do I contact Charles?
Call Western Wealth Management at (303) 393-2404 and ask for Charles Hellums. Charles works from the Golden, CO office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Charles hold?
Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Western Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles 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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