JULIUS WEALTH ADVISORS, LLC

JULIUS WEALTH ADVISORS, LLC of ENGLEWOOD CLIFFS, NJ is an SEC-registered investment adviser (CRD 316741). Regulatory assets under management: $50.7M.

Registration

• CRD: 316741
• Type: Registered investment adviser
• Location: 200 SYLVAN AVE, ENGLEWOOD CLIFFS, NJ, 07632
• Phone: 201-408-4644
• Latest filing: 2026-02-12
• Regulatory AUM: $50.7M
• Discretionary AUM: $50.4M
• Non-discretionary AUM: $259K
• Clients: 1
• Accounts: 195

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316741 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search