Cultivate Financial Wellness, LLC

Cultivate Financial Wellness, LLC (CRD# 308633) is a financial advisory firm headquartered in , . They manage $7,330,802 in 35 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://cultivatedivorce.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $209,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, TX

Financial Advisors at Cultivate Financial Wellness, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Julie Quick, financial advisor Howell MI
Julie M. Quick
CRD#: 4399536
Howell, MI

Julie Quick (CRD# 4399536) is an Investment Advisor Representative working at Cultivate Financial Wellness, LLC in Howell, MI and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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