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, SEC-registered registered investment adviser that began registration in 2018 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for both private clients and small businesses, along with pension consulting and educational seminars. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and does not position itself as a capital allocator or a multi-state advisory network.
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 4JOSHUA 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 70Active vs passive
$148M in ETFs
40%
$59.6M
51%
$88.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $22.6M | 34,633 | 15.25% |
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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