# WESTERN WEALTH MANAGEMENT LLC

WESTERN WEALTH MANAGEMENT LLC of GOLDEN, CO is an SEC-registered investment adviser.

## Registration

- CRD: 283545
- Type: SEC-registered investment adviser
- SEC file number: 801-107762
- Location: 14143 DENVER PKWY.,, STE 450, GOLDEN, CO, 80401
- Phone: 3033932404
- Latest filing: 2026-06-09
- Regulatory AUM: $5.4B
- Discretionary AUM: $5.1B
- Non-discretionary AUM: $239.3M
- Clients: 98
- Accounts: 19,273

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Julie Gaffney | DIRECTOR OF ACCOUNTING & REGISTRATIONS | — |
| Kara Lynn Jett | CHIEF COMPLIANCE OFFICER | Golden, CO |
| Lisa Marie Esslinger | DIRECTOR OF BRANCH DEVELOPMENT/PARTNER | — |
| Caden Louisa Russell | ADMINISTRATIVE SPECIALIST & PARTNER | — |
| SMITH LAURA ANNE | DIRECTOR OF COMPLIANCE | — |
| BUENNING GERHARDT EMMANUEL | CHIEF COMPLIANCE OFFICER; MEMBER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| BRETZ HEATHER ANN | CHIEF OPERATIONS OFFICER | — |
| DOUGLAS DARLA DUSTIN | CHIEF COMPLIANCE OFFICER; DIRECTOR OF ADVISORY COMPLIANCE | — |
| KOBERT CAIN BENJAMIN | MEMBER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| COBERLY JULIE ANN | CHEIF FINANCIAL OFFICER | — |
| BRETZ HEATHER A | CHIEF OPERATIONS OFFICER | — |
| JETT KARA LYNN | CHIEF COMPLIANCE OFFICER | — |
| ESSLINGER LISA MARIE | DIRECTOR OF BRANCH DEVELOPMENT/PARTNER | — |
| RUSSELL CADEN LOUISA | ADMINISTRATIVE SPECIALIST & PARTNER | — |
| GAFFNEY JULIE | DIRECTOR OF ACCOUNTING & REGISTRATIONS | — |
| Benjamen Rodney Rothwell | DIRECTOR OF RIA COMPLIANCE | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283545/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283545/similar
- Related entities: https://search.stillhousedata.com/firm/283545/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283545

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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.