AJD Wealth

Overview

AJD Wealth is an independent, single-owner registered investment adviser structured as a limited liability company that serves individual and family clients. The firm operates as a capital allocator and emphasizes discretionary portfolio management alongside financial planning and selection of outside advisers. Its advisory services extend to individuals, small businesses and include pension consulting capabilities. Fee arrangements are flexible — AJD Wealth charges percentage-of-AUM fees and also uses hourly and fixed-fee engagements. Investment activity centers on pooled public vehicles rather than a high-touch direct-equity approach. The firm leans on third-party managers and external funds when deploying alternative allocations, with a particular tilt toward real estate strategies. That mix makes AJD Wealth a manager that blends turnkey mutual fund solutions with selective external manager relationships rather than pursuing concentrated single-stock or proprietary product strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices