AMJ FINANCIAL WEALTH MANAGEMENT LLC

44160 Scholar Plaza
Suite 490
Leesburg, Virginia 20176
Tel: 703-466-0477

About AMJ FINANCIAL WEALTH MANAGEMENT LLC

AMJ FINANCIAL WEALTH MANAGEMENT LLC, formally registered with the SEC as AMJ FINANCIAL WEALTH MANAGEMENT LLC. The firm was established in 09/12/2018. They have over 1 offices throughout the country.

AMJ FINANCIAL WEALTH MANAGEMENT LLC is a Leesburg, Virginia based Financial Planning firm with nearly $334,599,266 assets under management, offering retirement planning & investment advisory services to 1587 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162878
SEC#	801-113970
Assets Managed by Firm	$334,599,266
No. of Clients	1587
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1587	$334,599,266
Individuals (other than high net worth individuals)	294	$78,673,226
High net worth individuals	112	$248,306,830
Pension and profit sharing plans	2	$2,548,657
Charitable organizations	4	$4,556,265
Corporations or other businesses	2	$514,288

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