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, owner-operated Registered Investment Adviser that registered with the SEC in 2018. The firm focuses on fee-based wealth management for individuals and families and mixes ongoing portfolio management with financial planning and educational services. Its advisory capabilities extend to portfolio management for individuals and small businesses, management for business or institutional clients, pension consulting, and workshops or seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across planning and investment mandates. The firm identifies as an active ESG investor, suggesting environmental, social, and governance considerations are integrated into its investment process. 4j Wealth does not act as a capital allocator or a multi-state adviser and does not operate a related adviser structure.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$192M in ETFs
34%
$65.8M
56%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.8M | 33,698 | 13.42% |
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
Similar firms
Advisors Financial, Inc.
RIAMclean, VA
Alexander Randolph Advisory Inc
RIAMclean, VA
Sagevest Wealth Management
RIAMclean, VA
Ravenswood Partners LP
RIAMclean, VA
Capitol Financial Consultants, Inc.
RIAMclean, VA
Keystone Asset Management, Inc.
RIAMclean, VA