CRD: 288196
Julie A. Wurst, CFP, LLC
Tacoma, WA
2532091130
$48.7M Total AUM
$48.7M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2017
- Office Locations
- 1
Office Locations
-- Tacoma WA
About Julie A. Wurst, CFP, LLC
Julie A. Wurst, CFP, LLC is a Tacoma-based RIA. The firm has been operating for 8 years. Managing $48.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$48.7M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Ember Summit oak Insight
Client Personas
Peak
Investment Themes
Foundation meridian Vital wave
Investment Vehicles
Vector fusion
Services
Atlas north Value Fusion capital Delta optima Fusion
Owner & Executives
JULIE ALICE WURST
Advisor, Chief Compliance Officer, Manager
- CRD
- #734749
- Ownership
- 75% or more
(980) 573-6148
catalyst.matrix@beaconcapital.com
in linkedin.com/in/summit-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,726,926 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,726,926 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,726,926
Public Funds:
20.9% Corporate - Investment Grade:
7.5% Corporate - Non-Investment Grade:
27.7% Cash:
23.3% Equity - OTC:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $70,068,902 | 20.9% |
| Corporate - Investment Grade | $25,144,343 | 7.5% |
| Corporate - Non-Investment Grade | $92,866,440 | 27.7% |
| Cash | $78,115,092 | 23.3% |
| Equity - OTC | $69,063,129 | 20.6% |
| Total | $335,257,906 | 100.0% |