Julia Ann Rogan
Investment adviser representative at Attessa Capital LLC
11 yearsExperience
1 stateRegistered in
$343.5MFirm assets
2 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Attessa Capital LLCOct 2025 to now
- Aw SecuritiesJun 2024 to Oct 2025
- Presidio Group Wealth ManagementMay 2023 to Dec 2023
- Long Realty CompanyJun 2022 to Aug 2022
- Highlands Bar and GrillJun 2021 to Aug 2021
- University of ArizonaAug 2019 to May 2024
- Highlands Bar and GrillJun 2019 to Aug 2019
- Ironwood Ridge High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Attessa Capital LLC
$343.5MAssets managed
246Clients
7Advisers
2 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
- 7775216
- Firm CRD
- 306827