AMJ FINANCIAL WEALTH MANAGEMENT LLC
Adviser information for AMJ FINANCIAL WEALTH MANAGEMENT LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 13 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,587 | $334.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1,587 | $334.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 294 | $78.7M |
| HNW Individuals | 112 | $248.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.5M |
| Charitable organizations | <5 | $4.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $514,288 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealer |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 332.6M |
| Portfolio Manager | 332.6M |
| Both for Same | 332.6M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| AMJ FINANCIAL WEALTH MANAGEMENT LLC WRAP FEE PROGRAM | ANGELA BENDER |
Identifiers
| SEC RIA File Number | 801-113970 |
|---|---|
| SEC ERA File Number | 801-113970 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162878 |
| Legal Entity Identifier | None |
Principal Office
44160 SCHOLAR PLAZASUITE 490
LEESBURG
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 703-466-0477, Fax: 703-723-8890
Chief Compliance Officer
ANGELA BENDER
CHIEF COMPLIANCE OFFICER
44160 SCHOLAR PLAZA
SUITE 490
LEESBURG
VA
United States
Tel:
703-466-0477
Fax:
703-723-8890
A******@***************M
(Full email address available in API data)
Regulatory Contact
BRETT BENDER
COO
44160 SCHOLAR PLAZA
SUITE 490
LEESBURG
VA
United States
Tel:
703-466-0477
Fax:
703-723-8890
B******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENDER, ANGELA, MULLIS | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO | 02/2012 | 50-75% |
| BENDER, BRETT, DOUGLAS | Individual | – | MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | 02/2012 | 25-50% |