Julia Wachler has been an investment adviser representative at Baron Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
Baron Wealth Management, LLC is a Troy, MI firm with $847M under management, 145 clients and 3 advisers in one office, as of its March 2026 filing.
- Baron Wealth Management, LLCCurrent– present · 3 yearsTroy, MI · Adviser representative · Firm CRD 153117
Investment adviser representative registrations
Julia Wachler is registered as an investment adviser representative in Michigan, since October 2023.
- MichiganSince 21 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julia Brooks Wachler
- CRD
- 7695812
- Firm
- Baron Wealth Management · CRD 153117
- Office
- 1441 W. LONG LAKE ROAD, SUITE 240, Troy, MI 48098
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Julia Wachler work?
Julia Wachler is an investment adviser representative registered through Baron Wealth Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Julia Wachler a financial advisor?
Yes. Julia Wachler has a current investment-adviser registration in Michigan, through Baron Wealth Management since October 2023.
How many years of experience does Julia Wachler have?
Julia Wachler has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Julia Wachler passed?
Julia Wachler passed the Series 65 in October 2023.
Where is Julia Wachler based?
Julia Wachler’s registered office is in Troy, MI.
Is Julia Wachler registered with FINRA?
No. Julia Wachler has no current broker registration.
How can I verify Julia Wachler’s record?
Search CRD 7695812 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julia Wachler’s full registration record.
