4j Wealth Management, LLC

RIASEC Registered

Total AUM

$348M

Discretionary

$342M

98% of AUM

Avg account

$510K

Accounts

682

Employees

Advisory reps

Firm details

Headquarters: Mclean, Virginia
CRD number: 297268
Registered since: September 12, 2018
Website: www.4jwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.38%
Individuals14.96%
Pension & Profit Sharing Plans1.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

4j Wealth Management, LLC is an independent, owner-operated Registered Investment Adviser that registered with the SEC in 2018. The firm focuses on fee-based wealth management for individuals and families and mixes ongoing portfolio management with financial planning and educational services. Its advisory capabilities extend to portfolio management for individuals and small businesses, management for business or institutional clients, pension consulting, and workshops or seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across planning and investment mandates. The firm identifies as an active ESG investor, suggesting environmental, social, and governance considerations are integrated into its investment process. 4j Wealth does not act as a capital allocator or a multi-state adviser and does not operate a related adviser structure.