AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Julia Lorenz-olson

SOLSTICE WEALTH
AUSTIN, TX 78728
Some features on this profile are disabled
CRD#: 7609539
JL
Julia Lorenz-olsonSOLSTICE WEALTH

Professional summary

Julia Lorenz-olson, who also goes by Julia Olsen, is a registered financial advisor currently at SOLSTICE WEALTH located in Austin, Texas.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julia has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Julia Olsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Lorenz-olson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 8, 2025 - Present

SOLSTICE WEALTH

Office #1: 14205 N Mopac Expy 5th Floor, Austin, TX 78728
RIA
CRD#: 281950
AUSTIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/8/2025)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 5/7/2025
Uniform Investment Adviser Law Examination

Current Firm

SW
SOLSTICE WEALTH
SOLSTICE WEALTH | THE ART OF FINANCE, LLC | THE ART OF FINANCE LLC

CRD#: 281950 / SEC#:

Texas
Registered Investment Advisory firm - (12/2/2015 Approved)
Loading...

Contact information

Main Address
14205 N Mopac Expy 5th Floor, Austin, TX 78728
Mailing Address
Phone number
(512) 294-4385
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 53,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOLSTICE WEALTH

CRD#: 281950Austin, TX 78728

TRUST BUT VERIFY

Monitor Julia Lorenz-olson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
AUSTIN, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
AUSTIN, TX
JR
James RushingAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
AUSTIN, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.