# Julius Wealth Advisors, LLC

> Julius Wealth Advisors, LLC is a state-registered investment advisory firm in Englewood Cliffs, NJ, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 316741
- Filed as: JULIUS WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Englewood Cliffs, NJ
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316741
- AdvisorCensus page: https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741

## Quick answers

**How is Julius Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Julius Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Julius Wealth Advisors, LLC located?**
Julius Wealth Advisors, LLC's principal office is in Englewood Cliffs, NJ, according to its Form ADV.

**Is Julius Wealth Advisors, LLC registered with the SEC or a state?**
Julius Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316741.

**How much does Julius Wealth Advisors, LLC manage?**
Julius Wealth Advisors, LLC reports $50,681,408 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (99% discretionary).

**What types of clients does Julius Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Julius Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316741

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,681,408
- Discretionary: $50,422,304
- Non-discretionary: $259,104

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $15,909,823 |
| High net worth individuals | 22 | $34,460,205 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $259,104 |
| Charitable organizations | 1 | $52,276 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- juliuswealthadvisors.com
- Facebook @Julius-Wealth-Advisors-LLC-103071705530308
- Facebook @juliuswealthadvisorsllc
- Instagram @juliuswealthadvisors
- LinkedIn @julius-wealth-advisors-llc
- LinkedIn @the-big-bo-show
- X @JasonB_JWA
- X @TheBigBoShow
- YouTube @juliuswealthadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Julius Wealth Advisors, LLC (CRD 316741): Form ADV filing data as of October 2026.