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Julius Wealth Advisors, LLC

Julius Wealth Advisors, LLC. CRD 316741

J

CRD: 316741

Julius Wealth Advisors, LLC

Englewood Cliffs, NJ, 07632
2014084644
www.juliuswealthadvisors.com
$50.7M Total AUM
$50.4M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan
Clients
Retail and Institutional
Platforms
Fusion atlasMomentum legacy
Established Date
10-07-2021
Office Locations
1

Office Locations

200 Sylvan AVE Suite 23A Englewood Cliffs NJ

About Julius Wealth Advisors, LLC

Julius Wealth Advisors is a 360° wealth advisory for ambitious professionals and business owners, integrating cash-flow and balance-sheet planning with a personalized investment strategy, insurance protection, college planning, tax planning, and estate/legacy planning. Led by CFA founder Jason Blumstein, the firm is frequently quoted by outlets such as CNBC, WSJ, and Bloomberg and primarily custodies assets at Schwab.

Team overview

41 AVG AGE
$50.7M AVG AUM / ADVISOR
$817.4K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Harbor harbor Zenith Atlas oak Crest capital Frontier vital

Client Personas

Prime

Custodian

Ember Glacier eagle Harbor Eagle momentum Pathway Peak pathway Vector

Investment Themes

Glacier summit Ridge vector Frontier Element horizon

Investment Vehicles

Eagle

Platform

Prime pathway Bridge eagle

Services

Insight Atlas legacy Matrix pioneer Momentum Signal quantum Pathway harbor North frontier Wave Frontier zenith

Technology

Delta Crest

Owner & Executives

Jason Blumstein

Jason Blumstein

Chief Compliance Officer, Chief Executive Officer, FOUNDER

CRD
#4964191
Ownership
75% or more
(607) 983-3194
wave.bridge@ridgecapital.com
in linkedin.com/in/capital-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $50,422,304 --
Non-Discretionary $259,104 --
Total $50,681,408 --

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Separately Managed Accounts

Total SMA Asset: $50,681,408

$50.7M Total SMA
Public Funds:
20.7%
Equity - Exchange:
34.1%
Cash:
45.2%
Asset class Assets Assets %
Public Funds $69,598,630 20.7%
Equity - Exchange $114,652,816 34.1%
Cash $151,973,822 45.2%
Total $336,225,268 100.0%

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