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Julianne Erhart-Graves

Reify Wealth Advisors, Inc.

Indianapolis, IN

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Current Employers
Reify Wealth Advisors, Inc.

3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-11-26
IN RA APPROVED 2005-06-29
  • TX RA
    APPROVED_RES
    Since 2014-11-26
  • IN RA
    APPROVED
    Since 2005-06-29

Branch Locations

3500 Depauw Blvd Suite 1035, Indianapolis, IN 46268 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Worley Erhart-Graves Financial Advisors, Inc Indianapolis IN 03/2008 10/2025
Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves Financial Indianapolis IN 10/2025 Present
  • 03/2008 → 10/2025
    Worley Erhart-Graves Financial Advisors, Inc
    Indianapolis, IN
  • 10/2025 → Present
    Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves Financial
    Indianapolis, IN
Other Businesses

SMITSON ERHART-GRAVES TAX ADVISORS, LLC; 3500 DEPAUW BLVD., SUITE 1035 INDIANAPOLIS, IN 46268; INCOME TAX ADVISING AND RETURN PREPARATION FOR INDIVIDUALS, BUSINESSES AND TRUSTS; 49% OWNER, GENERAL PARTNER; TIME DEVOTED AS GENERAL PARTNER IS 40 HOURS ANNUALLY (PERFORMING ADMINISTRATIVE FUNCTIONS) AND NO TAX PREPARATION.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-01-22
  • S63 Uniform Securities Agent State Law Examination
    2010-01-22
Designations
Other Names
  • Julianne Erhart
  • Julianne Erhart Graves

View on SEC IAPD

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