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| A&J Wealth Strategies LLC
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| |
|---|---|
| CRD # | 161950 |
| SEC # | 801-79289 |
| CIK # | |
| AUM | $2.4 BB (2023-12-08) |
| Employees | 45 (31% Investors, 0% Brokers) |
| Phone | 212-729-7750 |
| Address | 28 Liberty Street New York, NY 10005 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | AJW TA Debt Fund LLC | [2023-03-28] | 0.0 | 37.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 0.0 |
| (b) Individuals (high net worth individuals) | 139 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.4 |
| (n) Other | 85 | 0.8 |
| Total | 797 | 2.4 |
| By Discretionary | ||
| Discretionary | 617 | 1.8 |
| Non-Discretionary | 180 | 0.6 |
| Total | 797 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 797 | 2.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Johnson Financial Group LLC
✚
|
CO | 2.5 |
|
Sentry LLC
✚
|
TN | 2.4 |
|
Hollencrest Capital Management LLC
✚
|
CA | 2.4 |
|
New Republic Capital LLC
✚
|
NC | 2.3 |
|
Ohana Advisors Management LLC
✚
|
CA | 2.1 |
|
S & Co Inc
✚
|
MA | 2.1 |
|
Strategies Wealth Advisors LLC
✚
|
MI | 2.0 |
|
Grey Street Capital LLC
✚
|
IL | 2.0 |
|
Breed's Hill Capital LLC
✚
|
MA | 2.0 |
|
Patten and Patten Inc
✚
|
TN | 1.9 |