4J WEALTH MANAGEMENT, LLC

320 King St.
Suite 10b
Alexandria, Virginia 22314
Tel: (703) 566-9573

About 4J WEALTH MANAGEMENT, LLC

4J WEALTH MANAGEMENT, LLC, formally registered with the SEC as 4J WEALTH MANAGEMENT, LLC. The firm was established in 09/12/2018. They have over 6 offices throughout the country.

4J WEALTH MANAGEMENT, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $294,051,825 assets under management, offering retirement planning & investment advisory services to 724 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297268
SEC#	801-113972
Assets Managed by Firm	$294,051,825
No. of Clients	724
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	724	$294,051,825
Individuals (other than high net worth individuals)	123	$52,361,202
High net worth individuals	105	$233,612,214
Pension and profit sharing plans	Fewer than 5 clients	$8,078,409

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