AMJ Financial Wealth Management LLC
Firm details
- Headquarters
- Leesburg, Virginia
- CRD number
- 162878
- Registered since
- September 12, 2018
- Website
- amjfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.93%
- Individuals34.82%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.31%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
AMJ Financial Wealth Management LLC is an independent, SEC‑registered investment adviser formed in 2018 and structured as a limited liability company with individual ownership. The firm identifies itself as a capital allocator serving individual and family clients and bills using a mix of AUM‑based fees, hourly charges and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, pension consulting services and educational seminars/workshops. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Brett Bender
Chief Operating OfficerCRD 6044801
Angela Bender
CEO & Managing PartnerCRD 5208180
Contacts
3 of 14
Luke Estep
Associate Wealth AdvisorCRD 7591509
Kevin Brown
ParaplannerCRD 7573406
Caroline Ludwick
ParaplannerCRD 7798378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$136M in ETFs
73%
$99.9M
24%
$36.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM ULTRA SHORT BOND ETF (PULS) | PGIM | Active | Ultrashort Bond | $32.8M | 662,171 | 24.08% |
Location
Leesburg, VA
Loudoun
Location
Leesburg, VA
Headquartered in Leesburg, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Loudoun
- Address
- 44160 Scholar Plz
- Time zone
- ET (UTC-5)
- Office locations
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