Julie Gaffney is not listed as a control person, but directly owns under 5% of Western Wealth Management.
Western Wealth Management is an investment adviser based in Golden, CO, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.36 billion, as filed on 9 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2370790
- Firm
- Western Wealth Management · CRD 283545
- Role
- Director of Accounting & Registrations
- In role since
- March 2016 · 10 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Golden, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Gaffney work?
Julie Gaffney has been Director of Accounting & Registrations of Western Wealth Management LLC since March 2016.
How can I verify Julie Gaffney’s record?
Julie Gaffney’s role is listed on Western Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 283545.
- Kara JettChief Compliance Officer
- Lisa EsslingerDirector of Branch Development/Partner
- Benjamen RothwellDirector of RIA Compliance
- Caden RussellAdministrative Specialist & Partner