FIRST WESTERN FINANCIAL INC (MYFW)
Financials · Regional wealth management and trust banking · NASDAQ
A Denver-based private trust bank and wealth manager serving Western high-net-worth clients with integrated trust, investment, and banking services on a $7.28 billion AUM platform.
What FIRST WESTERN FINANCIAL INC does
First Western Financial is a regional financial holding company providing integrated wealth management services through its private trust bank platform. The company offers a comprehensive suite of deposit, loan, trust, wealth planning, and investment management products and services, with a focus on Western wealth management clients. As of December 31, 2025, the company managed $7.28 billion in trust and investment management assets and operated with $3.15 billion in total assets.
Themes: ["Wealth management / trust services","Private banking","Regional community banking","Western US markets","Fiduciary services"]
Fundamentals
- Price$32.90 as of 2026-07-09 close
- Market cap$321M as of 2026-07-10
- 1-year return+38.5% as of 2026-07-09 close
- P/E21.08 as of 2026-07-10
- Net margin+14.0% as of 2026-07-10
- ROE+5.7% as of 2026-07-10
- Debt / equity0.16 as of 2026-07-10
- Revenue growth (YoY)+66.2% as of 2026-07-10
- Revenue CAGR (3y)-3.5% SEC XBRL
- Beta0.72 as of 2026-07-10
Key risks (from latest filing)
["Soundness and stability of other financial institutions, which could impact depositor confidence and funding liquidity","Loan portfolio concentration risk and credit quality deterioration in commercial and residential real estate portfolios","Interest rate risk exposure and net interest margin compression from deposit competition and rate volatility"]
Competitors & peers
- Wealth management divisions of larger regional banks (US Bank, Wells Fargo Private Bank)
- Independent trust banks and wealth managers in the Western US
- Local/regional community banks competing for deposits and loans
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.