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DJ WEALTH SYSTEMS, LLC

CRD 299360 · SEC 801-114353

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$44.0M

Discretionary AUM

$44.0M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-13

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals20$44.0M

States served

CA, MN, NJ, NY, CT

All web addresses on file

Official SEC filing: View on IAPD