Julia Brooks Wachler
Investment adviser representative at Baron Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$846.8MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Baron Wealth Management, LLCNov 2021 to now
- BedrockSep 2016 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Baron Wealth Management, LLC
$846.8MAssets managed
145Clients
5Advisers
16 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
- 7695812
- Firm CRD
- 153117