DSJ Wealth Management LLC
Firm details
- Headquarters
- Westbury, New York
- CRD number
- 321216
- Website
- dsj.us
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Dsj Wealth Management LLC operates as a limited liability company focused on providing a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is classified as a capital allocator and engages in the selection of other advisers, which indicates a comprehensive approach to wealth management. While it does not actively pursue ESG investments, its diverse service offerings suggest a commitment to tailoring solutions that meet the specific needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stephen Jahelka
Chief Operating OfficerCRD 7555519
Contacts
2 of 2
Bob Jahelka
Managing PartnerCRD 2426863
Christopher Sena
Senior PartnerCRD 1744814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westbury, NY
Nassau
Location
Westbury, NY
Headquartered in Westbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1400 Old Country Rd
- Time zone
- ET (UTC-5)
- Office locations
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