4j Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$348M

Discretionary

$342M

98% of AUM

Avg account

$510K

Accounts

682

Employees

Advisory reps

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

FINTRX

Overview

4j Wealth Management, LLC is an independent, owner-operated registered investment adviser formed in 2018 that focuses on individual and family clients. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio mandates for businesses or institutions, pension consulting, and educational seminars and workshops. The firm is flagged as an active ESG investor. 4j Wealth is not classified as a capital allocator and is not listed as a multi-state adviser. Its business model and service mix indicate a hybrid planning-and-investment practice serving privately held clients rather than large institutional pools.