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 1 offices throughout the country.

4J WEALTH MANAGEMENT, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $195,355,063 assets under management, offering retirement planning & investment advisory services to 608 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297268
SEC#	801-113972
Assets Managed by Firm	$195,355,063
No. of Clients	608
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	608	$195,355,063
Individuals (other than high net worth individuals)	149	$53,455,659
High net worth individuals	70	$137,349,404
Pension and profit sharing plans	1	$4,550,000

Inquire with 4J WEALTH MANAGEMENT, LLC

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