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First Western Financial Inc
1900 Sixteenth St, #1200
Phone: (303) 531-8100p:303 531-8100 DENVER, CO  80202  United States Ticker: MYFWMYFW
Business Summary
First Western Financial, Inc. is a financial service holding company with operations in Colorado, Arizona, Wyoming, California, and Montana. The Company and its subsidiaries provide a fully integrated suite of wealth management services on a private trust bank platform. The Company offers its services through a branded network of boutique private trust bank offices, loan production offices and trust offices. The Company operates through two segments: Wealth Management and Mortgage. Its Wealth Management segment consists of operations relating to the Company’s fully integrated wealth management products and services. Services provided include deposit, loan, insurance, and trust and investment management advisory products and services. Its Mortgage segment consists of operations relating to the Company’s residential mortgage service offerings. Services provided by its mortgage segment include soliciting, originating, and selling mortgage loans on the secondary market.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes--Yes

Industries
SIC Code Description
6022 State commercial banks
6162 Mortgage bankers and loan correspondents
6282 Investment advice
6153 Short-term business credit institutions, except agricultural
6712 Offices of bank holding companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank Scott C.Wylie 66 1/1/2002 1/1/2002
Chief Financial Officer, Treasurer of the Company and the Bank David R.Weber 36 10/1/2023 10/1/2023
Chief Operating Officer, President and Chief Operating Officer of the Bank Julie A.Courkamp 44 10/1/2023 1/1/2013
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
First Western Trust Bank 1200 17th Street Denver CO United States
FIRST WESTERN TRUST BANK 1900 16th Street Denver CO United States
Teton Financial Services, LLC 2500 N. Moose Wilson Road Wilson WY United States
Rocky Mountain Bank 4050 Lake Creek Dr N Wilson Wyoming United States

Business Names
Business Name
First Western Trust Bank
MYFW
ROCKY MOUNTAIN BANK
Teton Financial Services, LLC

General Information
Number of Employees: 310 (As of 12/31/2023)
Outstanding Shares: 9,664,101 (As of 9/30/2024)
Shareholders: 126
Stock Exchange: NASD
Federal Tax Id: 371442266
Fax Number: (303) 531-8180


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Monday, December 2, 2024