Julia Evans Getty
Investment adviser representative at Class Vi Family Office, LLC
14 yearsExperience
2 statesRegistered in
$1.5BFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Class Vi Family Office, LLCAug 2025 to now
- Mycio Wealth Partners, LLCAug 2022 to Aug 2025
- Sei InvestmentsJul 2021 to Aug 2022
- UnemployedMay 2021 to Jun 2021
- Stephano & Slack, LLCMay 2019 to Aug 2019
- St. Albans Swim ClubMay 2018 to Aug 2018
- Pennsylvania State UniversityAug 2017 to May 2021
- St. Albans Swim ClubMay 2017 to Aug 2017
- Radnor High SchoolAug 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Class Vi Family Office, LLC
$1.5BAssets managed
201Clients
7Advisers
8 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
- 7737077
- Firm CRD
- 285035