Julius Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,370,028
Clients
60
Advisors
1
of 1 employees
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
Expertise
Occupation focus
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
200 Sylvan Ave, Suite 23 A
Englewood Cliffs NJ 07632
Advisors at this office
1
Most active in
California · Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
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