4J WEALTH MANAGEMENT, LLC
Total AUM
$348.1M
Employees
4Clients
244Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1355 BEVERLY RD
SUITE 310
MCLEAN
VA 22101
United States
SUITE 310
MCLEAN
VA 22101
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
(703) 566-9573
Other Offices
4
Financials
Total AUM
$348.1M
Accounts
682Discretionary
$342.3M
Accounts
681Non-Discretionary
$5.8M
Accounts
1
Clients
Individual Clients
121AUM
$52.1M
HNW Individual Clients
122AUM
$290.3M
Pension/Profit Sharing Plan Clients
1AUM
$5.8M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DCFLLAMDNCNHTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.