EJM Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

EJM Wealth Management LLC ✚
CRD #	149698
SEC #	801-128337
CIK #
AUM
Employees	1 (100% Investors, 0% Brokers)
Phone	847-894-3371
Address	2103 Bayshore Blvd, Unit 1405 Tampa, FL 33606
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	21	5.6
(b) Individuals (high net worth individuals)	33	98.1
(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	0	0.0
(g) Pension and profit sharing plans	0	5.1
(h) Charitable organizations	0	16.3
(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	151	125.1
By Discretionary
Discretionary	149	120.0
Non-Discretionary	2	5.1
Total	151	125.1
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		125.0
Total	151	125.1

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