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Julie A. Wurst, CFP, LLC
JULIE A. WURST, CFP, LLC is a state-registered investment adviser with $49 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
JULIE A. WURST, CFP, LLC is a state-registered investment adviser with $49 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Principals
Julie A. Wurst
Founder and Owner
Sector focus
Frequently asked questions
Who is Julie A. Wurst?
Julie A. Wurst is a Certified Financial Planner professional and the founder of Julie A. Wurst, CFP, LLC. She serves as the sole advisor and owner of the firm, providing personalized financial planning and investment management services. Her background includes a focus on holistic client outcomes.
What services does Julie A. Wurst, CFP, LLC offer?
The firm offers financial planning and investment management services to individuals, families, and small businesses. This encompasses retirement planning, tax strategies, estate planning, and portfolio management. The firm does not disclose a specific minimum asset threshold for clients.
How does Julie A. Wurst, CFP, LLC source deals or investments?
As a fee-only financial planning firm, the firm does not source private market deals or co-investments. Its mandate is traditional wealth management, not direct investment into private companies or funds.
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