Julie A. Wurst, Cfp, LLC

Julie A. Wurst, Cfp, LLC (CRD# 288196) is a financial advisory firm headquartered in , . They manage $38,110,781 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.juliewurst.com/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $614,690
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Julie A. Wurst, Cfp, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Julie Wurst, financial advisor Tacoma WA
Julie A. Wurst
CRD#: 734749
Tacoma, WA

Julie Wurst (CRD# 734749) is an Investment Advisor Representative working at Julie A. Wurst, Cfp, LLC in Tacoma, WA and has over 42 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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