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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| DJ Wealth Systems LLC
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|---|---|
| CRD # | 299360 |
| SEC # | 801-114353 |
| CIK # | |
| AUM | $42.0 M (2025-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-207-0787 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 42.0 |
| (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 | 0.0 |
| (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 | 27 | 42.0 |
| By Discretionary | ||
| Discretionary | 27 | 42.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 42.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 40.5 | |
| Total | 27 | 42.0 |
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|---|---|---|
|
Iconoclastic Capital Management LLC
✚
|
NY | 0.0 |
|
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✚
|
NY | 0.0 |
|
Modern Capital Group LLC
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0.0 | |
|
FIFR Inc
✚
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0.0 | |
|
Capital Financial Consultants Group Inc
✚
|
CA | 0.0 |
|
Beck Asset Management AG
✚
|
0.0 | |
|
Footprints Asset Management & Research Inc
✚
|
NE | 0.0 |
|
Cadogan Park Advisors Inc
✚
|
0.0 | |
|
Integrity Advisory Partners LLC
✚
|
NY | 0.0 |
|
Personal Asset Strategies Inc
✚
|
NY | 0.0 |