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4J WEALTH MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#297268
SEC#801-113972
Assets Managed by Firm$294,051,825
No. of Clients724
No. of Advisors5

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 ClientsAUM
Firm Total724$294,051,825
Individuals (other than high net worth individuals)123$52,361,202
High net worth individuals105$233,612,214
Pension and profit sharing plansFewer than 5 clients$8,078,409

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