Julia Marie Penwell
Investment adviser representative at Wealthspire Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$34.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealthspire Advisors LLCAug 2024 to now
- Private OceanOct 2019 to Aug 2024
- Canyon River GrillMar 2019 to Aug 2019
- Summit At SnoqualmieNov 2018 to Jan 2019
- Lakeview FinancialDec 2017 to Sep 2018
- Lakeview FinancialJun 2017 to Sep 2017
- College of Business - Central Washington UniversityJan 2017 to Jun 2019
- 1891 Bistro - Central Washington UniversitySep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, WA).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6819608
- Firm CRD
- 106181