AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD 162878 · SEC 801-113970

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44160 SCHOLAR PLAZA, SUITE 490, LEESBURG, VA, 20176, United States

Phone

703-466-0477

Fax

703-723-8890

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$481.8M

Discretionary AUM

$481.8M

Team

17 total employees; 7 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	371	$167.8M
High net worth individuals	99	$308.0M

States served

CA, MD, NY, NC, PA, SC, VA, WV, TX, NH, FL

All web addresses on file

HTTP://WWW.LINKEDIN.COM/COMPANY/AMJ-FINANCIAL_2
HTTPS://X.COM/AMJFINANCIALLLC
HTTPS://WWW.AMJFINANCIAL.COM
HTTPS://WWW.FACEBOOK.COM/AMJFINANCIAL

Official SEC filing: View on IAPD