Julia
Penwell
Wealthspire Advisors
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About this Advisor
Julia Penwell is a certified financial planner operating in Seattle, Washington with a total of 2 years of relevant experience. Penwell currently works for Wealthspire Advisors. Throughout their career, they have worked at Canyon River Grill, College Of Business - Central Washington University, Summit At Snoqualmie, Lakeview Financial, 1891 Bistro - Central Washington University, Waterfront Coffee Company, Subway, Private Ocean and Student. Penwell can work in Washington. Wealthspire Advisors is a financial advisory firm that has its headquarters in San Rafael, CA. It has offices in two locations and a total of 44 people on staff. It has $3 billion in assets between its 934 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 934 client accounts, 66% are associated with high-net-worth clients who have greater than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of financial services provided. However, fee types billed by Wealthspire Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$2,453,163,396
44
934
$2,626,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Julia Penwell Work History
Julia has been registered as a financial advisor for 2 years.*
Private Ocean
Canyon River Grill
Summit At Snoqualmie
Lakeview Financial
College Of Business - Central Washington University
Lakeview Financial
Lakeview Financial
College Of Business - Central Washington University
1891 Bistro - Central Washington University
Waterfront Coffee Company
Subway
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Penwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Seattle, WA
San Rafael, CA
San Rafael, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
