BJO Wealth Management LLC

RIASEC Registered
Total AUM
$27M
Discretionary
$23M
85% of AUM
Avg account
$450K
Accounts
60
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
168824
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

BJO Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm charges clients on a percentage-of-assets basis and also offers hourly planning engagements, which suggests a hybrid approach where ongoing asset management sits alongside project-based advice. Investment activity is tilted toward equities, with a clear preference for exchange-traded instruments, and the manager appears to favor liquid, tradable holdings that support both discretionary portfolio overlays and client-directed accounts. The firm is owner-operated and focuses on delivering personalized wealth management rather than acting as a capital allocator or pension consultant. It does not identify as an active ESG investor and operates within a single-state footprint, which aligns with a client base concentrated in a limited geography. Advisory services emphasize individual and small-business clients, indicating strategies and reporting geared to household-level needs, tax-awareness and income planning for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 35%, Cash & Cash Equivalents 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds35%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Jake Owen

    Registered Financial AdvisorCRD 7998990

  • Brian Owen

    Brian Owen

    PresidentCRD 1953836

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth