|
⚲
|
| EJM Wealth Management LLC
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| |
|---|---|
| CRD # | 149698 |
| SEC # | 801-128337 |
| CIK # | |
| AUM | $125.1 MM (2024-08-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 847-894-3371 |
| Address | 2103 Bayshore Blvd, Unit 1405 Tampa, FL 33606 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 5.6 |
| (b) Individuals (high net worth individuals) | 33 | 98.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.1 |
| (h) Charitable organizations | 0 | 16.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 151 | 125.1 |
| By Discretionary | ||
| Discretionary | 149 | 120.0 |
| Non-Discretionary | 2 | 5.1 |
| Total | 151 | 125.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 125.0 | |
| Total | 151 | 125.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harbor Asset Planning Inc
✚
|
MA | 0.1 |
|
The Wealth Advantage Group Inc
✚
|
OH | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
Oxford Capital Management Inc
✚
|
VA | 0.1 |
|
BFI Wealth Solutions LLC
✚
|
TX | 0.1 |
|
The Money Men Inc
✚
|
NY | 0.1 |
|
Taylor Securities Services Inc
✚
|
PA | 0.1 |
|
Orchid Advisory LLC
✚
|
TX | 0.1 |
|
Personal Financial Solutions LLC
✚
|
NJ | 0.1 |
|
Global Wealth Management LC
✚
|
FL | 0.1 |