DJ Wealth Systems, LLC
RIASEC RegisteredEst. 2018
Total AUM
$44M
Discretionary
$44M
100% of AUM
Avg account
$1.9M
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299360
- Registered since
- November 29, 2018
- Website
- djwealthsystems.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DJ Wealth Systems, LLC is a small, owner-operated RIA focused on portfolio management for individuals and small businesses. The firm, formed before 2018 and SEC-registered in 2018, bills clients on a percentage-of-AUM advisory fee and does not identify as an ESG investor or a multi-state adviser. The practice appears geared toward bespoke wealth-management relationships rather than institutional or pension consulting work.
Assets & Accounts
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
- Derivatives60%
- Non-Exchange Traded Equities17%
- Exchange Traded Equities12%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Contacts
1 of 1
Jason Ginsburg
Founder & Managing PartnerCRD 3059319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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