|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| 4J Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 297268 |
| SEC # | 801-113972 |
| CIK # | 0001840775 |
| AUM | $294.1 M (2025-04-17) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 703-566-9573 |
| Address | 1355 Beverly Rd Mclean, VA 22101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.3 | ||
| Apple Inc | 3.4 | ||
| Amazon Com Inc | 2.9 | ||
| Microsoft Corp | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| Northrop Grumman Corp /DE/ | 1.9 | ||
| iShares Comex Gold Trust | 1.9 | ||
| Mastercard Inc | 1.6 | ||
| Tesla Motors Inc | 1.4 | ||
| Exxon Mobil Corp | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 52.4 |
| (b) Individuals (high net worth individuals) | 105 | 233.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 724 | 294.1 |
| By Discretionary | ||
| Discretionary | 723 | 286.0 |
| Non-Discretionary | 1 | 8.1 |
| Total | 724 | 294.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 293.6 | |
| Total | 724 | 294.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840775] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cloud Investments LLC
✚
|
AL | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |
|
Maripau Wealth Management LLC
✚
|
IN | 0.3 |
|
JDM Financial Group LLC
✚
|
0.3 | |
|
Christy Capital Management Inc
✚
|
GA | 0.3 |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 0.3 |
|
Avivar Capital LLC
✚
|
0.3 | |
|
Cottage Street Advisors LLC
✚
|
MA | 0.3 |
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |