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4J WEALTH MANAGEMENT, LLC

dba 4J WEALTH MANAGEMENT, LLC · CRD 297268 · Registered Investment Adviser

4J WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in MCLEAN, VA. The firm reports $348,116,838 in regulatory assets under management across 682 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$342,336,061
Non-discretionary$5,780,777
Total RAUM$348,116,838
Accounts682

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 297268. adviserinfo.sec.gov/firm/summary/297268.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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