# FIRST WESTERN ADVISORS

FIRST WESTERN ADVISORS of HOLLADAY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 13623
- Type: SEC-registered investment adviser
- SEC file number: 801-58158
- Location: 3165 EAST MILLROCK DRIVE, SUITE 340, HOLLADAY, UT, 84121
- Phone: 801-930-6500
- Latest filing: 2019-04-25
- Regulatory AUM: $261.9M
- Discretionary AUM: $260.3M
- Non-discretionary AUM: $1.6M
- Clients: 20
- Accounts: 1,664

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| LUNNEN ROBERT C | DIRECTOR | — |
| TERAN GARY WAYNE | CHIEF COMPLIANCE OFFICER; FINOP; GENERAL MEMBER (+3 more) | — |
| WALLACE EMILY MARVA | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; SECRETARY / TREASURER / DIRECTOR | — |
| EVANS WILLIAM BURT | CHIEF COMPLIANCE OFFICER | — |
| PERRINE CHARLEEN MOJWID | FINOP; FINOPS PRINCIPAL | — |
| ANDERSEN DEE ALLEN | DIRECTOR | — |
| RUSSON DAVID ALLAN | VP/EXECUTIVE OFFICER | — |
| TERAN ROBERT D SR | VICE PRESIDENT/SECRETARY | — |
| OLLIVIER DEREK JOSEPH | VP/EXECUTIVE OFFICER | — |
| WOOD RENEE ELIZABETH | COMPLIANCE OFFICER | — |
| BURTON KIRK WATTIS | DIRECTOR | — |
| GUNDERSEN BRIAN EDDINGTON | DIRECTOR | — |
| WADE WILLIAM DAVID | DIRECTOR | — |
| HOER MICHAEL A | DIRECTOR | — |
| WEISENBURGER GUY DAVID | DIRECTOR | — |
| PUGSLEY MARK W | DIRECTOR | — |
| KOFOED ALFRED JAMES | DIRECTOR | — |
| SMART DAVID HOLT | DIRECTOR | — |
| TERAN LISA I | GENERAL MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/13623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/13623/similar
- Related entities: https://search.stillhousedata.com/firm/13623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/13623

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.