4j Wealth Management, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 297268
- Registered since
- September 12, 2018
- Website
- www.4jwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.38%
- Individuals14.96%
- Pension & Profit Sharing Plans1.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
4j Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2018 and is owned by an individual. The firm serves primarily individual and family clients and offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars and workshops. The firm identifies as an active ESG investor and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds41%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Joshua Goulding
Co-Founder and Managing PartnerCRD 5349401
Jennifer Hutton
Chartered Financial ConsultantCRD 4227648
Jeffrey Sciscilo
Co-Founder and PartnerCRD 4986459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$180M in ETFs
35%
$62.6M
55%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.7M | 34,280 | 14.28% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1355 Beverly Rd
- Time zone
- ET (UTC-5)
- Office locations
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