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| 4J Wealth Management LLC
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| |
|---|---|
| CRD # | 297268 |
| SEC # | 801-113972 |
| CIK # | 0001840775 |
| AUM | $245.0 MM (2024-08-13) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 703-566-9573 |
| Address | 320 King St Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 5.3 | |
| AAPL | 2,382,844.0 | 3.5 | |
| GOOG | 1,482,566.4 | 2.9 | |
| AMZN | 1,092,997.8 | 2.5 | |
| MSFT | 1,918,222.4 | 2.1 | |
| NOC | 72,230.4 | 1.7 | |
| XOM | 385,508.3 | 1.5 | |
| MA | 309,583.1 | 1.3 | |
| ANET | 29,365.2 | 1.1 | |
| TSLA | 723,390.3 | 0.9 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 58.3 |
| (b) Individuals (high net worth individuals) | 72 | 178.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 612 | 245.0 |
| By Discretionary | ||
| Discretionary | 611 | 237.0 |
| Non-Discretionary | 1 | 8.0 |
| Total | 612 | 245.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 244.6 | |
| Total | 612 | 245.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001840775] |
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|---|---|---|
|
FSC Wealth Advisors LLC
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NY | 0.2 |
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Asia Pacific Financial Management Group Inc
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0.2 | |
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DaVinci Financial Designs LLC
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SC | 0.2 |
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JDM Financial Group LLC
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TX | 0.2 |
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Birchbrook
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ME | 0.2 |
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Abbey Street LLC
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MN | 0.2 |
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Retirement Plans Inc
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OH | 0.2 |
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Mercadien Asset Management LLC
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NJ | 0.2 |
|
YIM Investment Management LLC
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HI | 0.2 |
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Investments & Financial Planning LLC
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KY | 0.2 |