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President and Chief Compliance Officer · GW Financial

Julianna A. Bray

CRD 4942635 · Named on Form ADV at one SEC-registered adviser

At a glance

GW Financial, an SEC-registered wealth manager based in Reno, NV with $134 million in regulatory assets, lists Julianna A. Bray on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • GW FinancialPresident and Chief Compliance OfficerWealth manager · Reno, NV · $134M in regulatory assets

AtlasMembers

Julianna’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julianna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.