Julius Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,370,028
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$839,500
About
Julius Wealth Advisors, LLC provides financial planning, investment management, behavioral coaching, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management as well as stand-alone or integrated wealth management engagements.
The firm’s investment approach is goals-based and tax-aware, favoring lower-cost, long-term holdings and factor tilts toward profitable, small, and value-oriented businesses while emphasizing control of taxes and costs. Behavioral coaching is integrated into wealth management to help clients avoid costly emotional decisions, and the firm may use the Schwab Intelligent Portfolios platform for automated strategies where appropriate.
Noteworthy for an independent adviser of its size, JWA discloses retirement plan consulting services and acting as an ERISA fiduciary for plan sponsors, and explicitly serves charitable organizations and pension/profit-sharing plans—client types that are less common among peers. The brochure also notes the firm typically agrees to manage client portfolios with at least $500,000 designated for management and describes receipt of institutional support and services from Schwab related to custody and trading.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
General tax planning
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Financial planning and consulting fees can be fixed project fees, ranging from $300 to $10,000.
$0 - $1,000,000: 1.50% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Account minimum: $500,000 Fee-only: Financial planning and consulting fees range from $300 to $10,000, negotiable; retirement plan consulting fees based on blended tiered schedule similar to investment management fees, negotiable.
Main office location
Julius Wealth Advisors, LLC
200 Sylvan Ave, Suite 23 A
Englewood Cliffs NJ 07632, United States
Number of offices
1
Most active in
Julius Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
201-408-4644
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