Joule Financial, LLC
● SEC registered since 2022CRD 320791SEC# 801-125024Lexington, KY
Reg. AUM
$478.6M
Employees
8
Accounts
2,181
Location
Lexington, KY
Joule Financial, LLC assets under management
Joule Financial, LLC is a registered investment adviser overseen by the SEC based in Lexington, KY. The firm has been registered since 2022. It reports $478.6 million in regulatory assets under management and employs 8 people.
Joule Financial, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2022 |
| Daniel Joseph Czulno Control | Managing Director, Chief Operations Officer | Under 5% | 2022 |
| Stacy RIA Howell | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Joule Financial, LLC manage?
Joule Financial, LLC reports $478.6 million in regulatory assets under management on its Form ADV.
How many employees does Joule Financial, LLC have?
Joule Financial, LLC reports 8 employees.
Where is Joule Financial, LLC located?
Joule Financial, LLC is based in Lexington, KY and has been SEC-registered since 2022.
Does Joule Financial, LLC disclose fund performance?
Joule Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 998 Governors Ln, Suite 325, Lexington, KY 40513 |
| Phone | 859-881-0777 |
| Fax | 859-422-5943 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1929070 |
| Discloses disciplinary history | No |
Regulatory AUM
$478.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$478.6Mregulatory AUM
Discretionary $478.6M