Julia Evans Getty
Advisor at Class VI Family Office, LLC — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Denver, CO 80206
Class VI Family Office, LLC
Team
Total advisors
8Clients per advisor
24 Very LowAvg AUM per client
$7,632,683 Very HighHNW client ratio
76% Very HighJulia Getty is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. She previously worked at myCIO Wealth Partners, LLC and SEI Investments. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies around significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax-efficiency, and capital preservation.
Based on Class VI Family Office, LLC
Based on Class VI Family Office, LLC
Annual fixed dollar amount negotiable with client, billed quarterly in arrears
Up to 1.00% annually (negotiable based on account size, complexity, and other factors)
Account minimum: $1,000,000
Denver, CO
255 Fillmore Street, Suite 500
Denver CO 80206
Advisors at this office
8
Colorado · Texas
3 years of industry experience
Class VI Family Office, LLC
2025 - Present • 1 year
Denver, CO
myCIO Wealth Partners, LLC
2022 - 2025 • 3 years
Philadelphia, PA
SEI Investments
2021 - 2022 • 1 year
Oaks, PA
Unemployed
2021 - 2021 • 1 year
Wayne, PA
Stephano & Slack, LLC
2019 - 2019 • 1 year
Wayne, PA
St. Albans Swim Club
2018 - 2018 • 1 year
Newtown Square, PA
Pennsylvania State University
2017 - 2021 • 4 years
State College, PA
St. Albans Swim Club
2017 - 2017 • 1 year
Newtown Square, PA
Radnor High School
2012 - 2017 • 5 years
Radnor, PA
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Is active or affiliated with:
Broker-dealer / trader
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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