JULIE A. WURST, CFP, LLC

JULIE A. WURST, CFP, LLC is an SEC-registered investment adviser (CRD 288196). Regulatory assets under management: $48.7M.

Registration

• CRD: 288196
• Type: Registered investment adviser
• Phone: 253-209-1130
• Latest filing: 2026-03-11
• Regulatory AUM: $48.7M
• Discretionary AUM: $48.7M
• Clients: 1
• Accounts: 66

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search