RIA Intel›Advisers›New Jersey›JULIUS WEALTH ADVISORS, LLC

JULIUS WEALTH ADVISORS, LLC

Advisory

ENGLEWOOD CLIFFS, NJ

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in NJ
#710
of 775 advisers by AUM
Average account
$260K
across 195 accounts
AUM per adviser
$51M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$51M
Discretionary %
99.5%
Clients
62
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$51M
Discretionary AUM$50M
Non-Discretionary AUM$259K
Discretionary %99.5%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, NJ, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

PASCO INVESTMENT ADVISORS INC
WESTFIELD, NJ
$50M
-13.0% 1Y
NETWORK 1 FINANCIAL ADVISORS INC.
$51M
ZOREA CAPITAL LP
ENGLEWOOD, NJ
$50M
ALOOOLA, LLC
KINGSTON, NJ
$51M
WOOD & ANTHONY LLC
BEDMINSTER, NJ
$50M
+48.2% 1Y
HAVEN CAPITAL MANAGEMENT LLC
SUMMIT, NJ
$50M
-50.0% 1Y

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