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Julie A. Wurst, CFP, LLC
Julie A. Wurst, CFP, LLC is a solo RIA providing financial planning and investment management, led by CFP-certified founder Julie A. Wurst.
Julie A. Wurst, CFP, LLC
JULIE A. WURST, CFP, LLC is an SEC-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
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
What is the firm's AUM?
Julie A. Wurst, CFP, LLC does not publicly disclose its assets under management. As a small, independent RIA, such data is typically filed with regulators but not actively marketed.
What is the firm's investment approach?
The firm's investment approach centers on personalized portfolio management aligned with each client's financial goals and risk tolerance. The firm does not advertise a proprietary strategy or specialized asset-class focus. CFP certification implies a holistic, client-first methodology.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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