Julie Purcell
Wissahickon Wealth Management · Philadelphia, Pennsylvania
Julie Purcell is a fee-only financial advisor at Wissahickon Wealth Management in Philadelphia, Pennsylvania. Julie focuses on equity compensation, retirement planning and tax planning. Wissahickon Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Wissahickon Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $72.8M across 107 accounts |
| SEC registration | Investment adviser representative in DE, PA · CRD 6847784 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wissahickonwm.com |
| Profile |
How Julie's firm compares
- Wissahickon Wealth Management's average account is about $680,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Julie
Is Julie Purcell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Wissahickon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Wissahickon Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Julie Purcell based?
Julie Purcell is based in Philadelphia, Pennsylvania.
What does Julie specialize in?
Julie's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and family wealth transfer.
Is Julie Purcell registered with the SEC?
Yes. Julie Purcell is registered as an investment adviser representative in DE and PA (CRD 6847784), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wissahickon Wealth Management manage?
Wissahickon Wealth Management reports $72.8M across 107 accounts in assets under management.
How do I contact Julie Purcell?
Through Julie's website, www.wissahickonwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wissahickon Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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