Joule Financial, LLC
Joule Financial, LLC is an SEC-registered mass-market adviser in Lexington, KY with $478.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Joule Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 320791, SEC 801-125024, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $478.6M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 8
- Clients
- 724
- CRD
- 320791
- Ownership
- CZULNO, DANIEL, JOSEPH; NORWOOD, ROBERT, BREDT; Osborne, Angela, Maren; Buckner, Harold; BLUESPRING WEALTH PARTNERS, LLC
How much AUM does Joule Financial, LLC have?
Joule Financial, LLC reported $478.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Joule Financial, LLC?
Disclosed owners and executives of Joule Financial, LLC include CZULNO, DANIEL, JOSEPH, NORWOOD, ROBERT, BREDT, Osborne, Angela, Maren, Buckner, Harold, BLUESPRING WEALTH PARTNERS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.