# MyJWA

> Personal finance app for Julius Wealth Advisors clients to manage investments and net worth. (iPhone/iPad app by Julius Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/myjwa/id6459537525 (this page in markdown: same URL + `.md`)
- Developer: [Julius Wealth Advisors, LLC](https://appshunter.io/developer/1701855974)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-08-15
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/myjwa/id6459537525/reviews.md

## What is MyJWA?

MyJWA is a one stop personal finance app built for clients of Julius Wealth Advisors. MyJWA allows clients to view their Investment Accounts, Net Worth, Document Vault, and more all conveniently located in one app. Built on the core values of: Integrity. Knowledge. Passion. Julius Wealth Advisors is a full service fiduciary fee-only registered investment advisor offering Financial Planning, Investment Management, and Behavioral Coaching. If you are not a current client of Julius Wealth Advisors, and would like to learn more please visit our website at www.juliuswealthadvisors.com or email us at info@juliuswealth.com.

## Key features

- View Investment Accounts
- Track Net Worth
- Access Document Vault
- Personalized Financial Overview
- Client-Specific Features


## Frequently asked questions about MyJWA

### Is MyJWA free to use?

Yes, MyJWA is available for free to clients of Julius Wealth Advisors. There are no in-app purchases or subscription fees associated with using the app.

### What kind of financial accounts can I view in MyJWA?

MyJWA allows clients to view their Investment Accounts, providing a consolidated look at their portfolio performance and holdings.

### How secure is MyJWA for my financial data?

As a product of Julius Wealth Advisors, a registered investment advisor, MyJWA is built with security as a core value. Specific security protocols are implemented to protect client data.

### Can I track my overall net worth with MyJWA?

Yes, MyJWA includes features to help clients track their Net Worth, offering a comprehensive view of their financial standing.

### What devices does MyJWA support?

MyJWA is available on iPhone, iPad, and iPod devices, ensuring accessibility for a wide range of Apple users.

### How often is MyJWA updated?

The latest version of MyJWA is 5.22.1, last updated on February 6, 2026. Updates are released to enhance features and ensure optimal performance.

### Does MyJWA have ads?

No, MyJWA does not contain advertisements. The app is designed to provide a clean and focused experience for its users.

### What is the age rating for MyJWA?

MyJWA has an age rating of 4+, making it suitable for users of all ages who are clients of Julius Wealth Advisors.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.21.1 — 2026-01-01

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.0 — 2024-05-09

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*