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| 4J Wealth Management LLC
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|---|---|
| CRD # | 297268 |
| SEC # | 801-113972 |
| CIK # | 0001840775 |
| AUM | 348.1 M (2026-03-17) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 703-566-9573 |
| Address | 1355 Beverly Rd Mclean, VA 22101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 5.1 | |
| Apple Inc | 4.4 | |
| Alphabet Inc | 3.7 | |
| Amazon Com Inc | 2.7 | |
| Northrop Grumman Corp /DE/ | 2.6 | |
| iShares Comex Gold Trust | 2.0 | |
| Microsoft Corp | 1.8 | |
| Tesla Motors Inc | 1.6 | |
| Arista Networks Inc | 1.5 | |
| Mastercard Inc | 1.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 52.1 |
| (b) Individuals (high net worth individuals) | 122 | 290.3 |
| (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 | 5.8 |
| (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 | 682 | 348.1 |
| By Discretionary | ||
| Discretionary | 681 | 342.3 |
| Non-Discretionary | 1 | 5.8 |
| Total | 682 | 348.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 345.1 | |
| Total | 682 | 348.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840775] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail, Research |
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