Julius Wealth Advisors

JULIUS WEALTH ADVISORS, LLC is an SEC-registered investment adviser in ENGLEWOOD CLIFFS, NJ. The firm manages $51 million in assets, $50 million on a...

Julius Wealth Advisors

JULIUS WEALTH ADVISORS, LLC is an SEC-registered investment adviser in ENGLEWOOD CLIFFS, NJ. The firm manages $51 million in assets, $50 million on a discretionary basis. It has 1 employee and 1 investment adviser.

linkedin.com/company/julius-wealth-advisors-llc

General information

Firm type

Multi Family Office

Who runs investment decisions at Julius Wealth Advisors?

Named principals or investment decision-makers are not publicly disclosed for Julius Wealth Advisors. The firm's leadership remains private, consistent with a low-publicity multi-family office.

Is Julius Wealth Advisors structured as a single family office or multi-family office?

Julius Wealth Advisors, LLC is publicly registered as an RIA and described as a multi-family office, serving multiple wealthy families rather than a single one. The exact number of families served is not disclosed.

What investment services does Julius Wealth Advisors provide?

As an RIA multi-family office, Julius Wealth Advisors likely offers wealth management, financial planning, asset allocation, and portfolio management for high-net-worth clients. Specific offerings are not publicly detailed.

Where is Julius Wealth Advisors based?

The firm's headquarters location is not publicly confirmed. Its registration as an LLC suggests a US-based entity, but no city or state is listed in accessible sources.

Does Julius Wealth Advisors disclose its assets under management?

No. Julius Wealth Advisors does not publicly report AUM, consistent with a private multi-family office that does not market broadly.

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