| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Maren Osborne Control | Vice President | Under 5% | 2022 |
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2022 |
| Daniel Joseph Czulno Control | Managing Director, Chief Operations Officer | Under 5% | 2022 |
Joule Financial, LLC reports $411.2 million in regulatory assets under management on its Form ADV.
Joule Financial, LLC reports 7 employees.
Joule Financial, LLC is based in Lexington, KY and has been SEC-registered since 2022.
Joule Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 | Yes |
| Discretionary | $411.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $411.2M |