MJ WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 331572
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mj Wealth Management LLC is a limited liability company that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm engages in educational seminars and workshops, aiming to enhance client understanding of financial matters. Mj Wealth Management does not classify itself as a capital allocator and does not actively pursue ESG investments. The firm operates without the complexity of multi-state advisement or pension consulting, positioning itself as a straightforward advisory entity.
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
Contacts
1 of 1Matthew Checkon
IARCRD 7829926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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