# Julie Ann Wagner

Julie Ann Wagner appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 7 filing roles across Form ADV (7).

## Filings (7)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CARR FINANCIAL GROUP](https://search.stillhousedata.com/firm/317321) | CHIEF COMPLIANCE OFFICER | WORCESTER, MA |
| — | Form ADV | [GP WEALTH SOLUTIONS LLC](https://search.stillhousedata.com/firm/340788) | CHIEF COMPLIANCE OFFICER | PLANO, TX |
| — | Form ADV | [AWAKEN WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/341005) | CHIEF COMPLIANCE OFFICER | HOUSTON, TX |
| — | Form ADV | [INTEGROUS WEALTH STRATEGIES](https://search.stillhousedata.com/firm/340613) | CHIEF COMPLIANCE OFFICER | HAMILTON, NJ |
| — | Form ADV | [POLSON WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/342568) | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | [LIFEWISE WEALTH ADVISORS](https://search.stillhousedata.com/firm/341748) | CHIEF COMPLIANCE OFFICER | CHAMPAIGN, IL |
| — | Form ADV | [RIA GROUP, LLC](https://search.stillhousedata.com/firm/343724) | CHIEF COMPLIANCE OFFICER | DES MOINES, IA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.