BJO Wealth Management LLC

Overview

BJO Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm charges clients on a percentage-of-assets basis and also offers hourly planning engagements, which suggests a hybrid approach where ongoing asset management sits alongside project-based advice. Investment activity is tilted toward equities, with a clear preference for exchange-traded instruments, and the manager appears to favor liquid, tradable holdings that support both discretionary portfolio overlays and client-directed accounts. The firm is owner-operated and focuses on delivering personalized wealth management rather than acting as a capital allocator or pension consultant. It does not identify as an active ESG investor and operates within a single-state footprint, which aligns with a client base concentrated in a limited geography. Advisory services emphasize individual and small-business clients, indicating strategies and reporting geared to household-level needs, tax-awareness and income planning for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices