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JULIUS WEALTH ADVISORS, LLC
CRD 316741
200 SYLVAN AVE, SUITE 23A, ENGLEWOOD CLIFFS, NJ, 07632, United States
Phone
201-408-4644
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.7M
Discretionary AUM
$50.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $15.9M |
| High net worth individuals | 22 | $34.5M |
| Pension/profit sharing plans | 1 | $259K |
| Charitable organizations | 1 | $52K |
All web addresses on file
- https://www.juliuswealthadvisors.com/
- https://www.facebook.com/Julius-Wealth-Advisors-LLC-103071705530308
- https://www.instagram.com/juliuswealthadvisors/
- https://www.facebook.com/juliuswealthadvisorsllc/
- https://www.linkedin.com/company/the-big-bo-show
- https://twitter.com/TheBigBoShow
- https://twitter.com/JasonB_JWA
- https://www.youtube.com/@juliuswealthadvisors
- https://www.linkedin.com/company/julius-wealth-advisors-llc
Official SEC filing: View on IAPD