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BDJ WEALTH MANAGEMENT LLC
CRD 309290
4521 BIG SKY DRIVE, PLANO, TX, 75024, United States
Phone
469-619-9525
Fax
888-492-2330
Registration
— (—)
Source
State registered
Total AUM
$31.8M
Discretionary AUM
$31.8M
Team
2 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $16.3M |
| High net worth individuals | 11 | $10.8M |
| Pension/profit sharing plans | 8 | $4.7M |
All web addresses on file
- https://www.pjsservicesgroup.com/
- https://w2woman.com/
- https://www.facebook.com/search/top?q=pjs%20services
- https://www.facebook.com/groups/1766900019990648
- https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Aorganization%3A1158110
- https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Aorganization%3A7726966
Official SEC filing: View on IAPD