320 King St.
Suite 10b
Alexandria, Virginia 22314
Tel: (703) 566-9573
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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