AMJ FINANCIAL WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- LEESBURG, Virginia
- CRD number
- 162878
- Registered since
- September 12, 2018
- Website
- amjfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.93%
- Individuals34.82%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.31%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
AMJ Financial Wealth Management LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm, SEC-registered since 2018 and owned by an individual, combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients. Its service menu includes selection of outside advisers, pension-related consulting work, and educational seminars; billing is a mix of AUM-based fees, hourly charges and fixed fees. The firm does not characterize itself as an active ESG investor.
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 Equities71%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2BRETT BENDER
Chief Operating OfficerCRD 6044801
ANGELA BENDER
CEO & Managing PartnerCRD 5208180
Contacts
3 of 14Luke Estep
Associate Wealth AdvisorCRD 7591509
Kevin Brown
ParaplannerCRD 7573406
Caroline Ludwick
ParaplannerCRD 7798378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$136M in ETFs
73%
$99.9M
24%
$36.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM ULTRA SHORT BOND ETF (PULS) | PGIM | Active | Ultrashort Bond | $32.8M | 662,171 | 24.08% |
Location
LEESBURG, VA
LOUDOUN
Location
LEESBURG, VA
Headquartered in LEESBURG, 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
- LOUDOUN
- Address
- 44160 Scholar Plz
- Time zone
- ET (UTC-5)
- Office locations
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