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| AMJ Financial Wealth Management LLC
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|---|---|
| CRD # | 162878 |
| SEC # | 801-113970 |
| CIK # | 0001801585 |
| AUM | 481.8 M (2026-03-19) |
| Employees | 17 (41% Investors, 24% Brokers) |
| Phone | 703-466-0477 |
| Address | 44160 Scholar Plaza Leesburg, VA 20176 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 16.4 | ||
| Corning Inc /NY | 15.7 | ||
| Applied Materials Inc /DE | 15.1 | ||
| Goldman Sachs Group Inc | 13.3 | ||
| Newmont Mining Corp /DE/ | 12.1 | ||
| Apple Inc | 11.8 | ||
| Wal Mart Stores Inc | 11.5 | ||
| Broadcom Inc | 11.0 | ||
| Cloudflare Inc | 10.9 | ||
| Halliburton Co | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 371 | 167.8 |
| (b) Individuals (high net worth individuals) | 99 | 308.0 |
| (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 | 4.1 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,862 | 481.8 |
| By Discretionary | ||
| Discretionary | 1,862 | 481.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,862 | 481.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 481.8 | |
| Total | 1,862 | 481.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801585] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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