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4J WEALTH MANAGEMENT, LLC
CRD 297268 · SEC 801-113972
1355 BEVERLY RD, SUITE 310, MCLEAN, VA, 22101, United States
Phone
(703) 566-9573
Fax
(571) 538-4052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$348.1M
Discretionary AUM
$342.3M
Team
4 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $52.1M |
| High net worth individuals | 122 | $290.3M |
States served
DC, LA, MD, NC, VA, TX, NH, FL
All web addresses on file
- https://www.yelp.com/biz/4j-wealth-management-alexandria
- https://www.youtube.com/@4jwealthmanagement600
- HTTP://WWW.4JWEALTH.COM
- https://linkedin.com/company/4j-wealth-management
- https://twitter.com/4jwealth
- https://www.instagram.com/4jwealth/
- https://www.facebook.com/4jwealth/
- https://www.pinterest.com/4jwealthmanagement/_saved/
- https://www.tiktok.com/@4jwealth
Official SEC filing: View on IAPD