MEJ Wealth Advisors LLC

Overview

MEJ Wealth Advisors LLC is a small, independent registered investment adviser that works primarily with individual and family clients. The firm combines fee-based portfolio management with financial planning, insurance brokerage and educational workshops. Its stated fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which aligns with serving a mix of ongoing advisory relationships and project-based planning work. Investment activity is tilted toward liquid equity exposures. The firm reports a clear preference for exchange-traded equities as the dominant asset type, and it does not identify itself as an active ESG investor or a multi-state pension consultant. MEJ Wealth Advisors is owned by an individual and is not structured as a capital allocator to private funds; it focuses on direct portfolio management for a small client base rather than running third‑party alternative fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices