4J WEALTH MANAGEMENT, LLC
Adviser information for 4J WEALTH MANAGEMENT, LLC last updated from Form ADV on March 1st, 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 | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 611 | $237.0M |
| Non-Discretionary | 1 | $8.0M |
| Total | 612 | $245.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 137 | $58.3M |
| HNW Individuals | 72 | $178.7M |
| 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 | $8.0M |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113972 |
|---|---|
| SEC ERA File Number | 801-113972 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297268 |
| Legal Entity Identifier | None |
Principal Office
320 KING ST.SUITE 10B
ALEXANDRIA
VA
United States
Monday - Friday, 9AM-5PM
Tel: (703) 566-9573, Fax: (703) 721-3940
Chief Compliance Officer
JOSHUA GOULDING
MANAGING MEMBER
320 KING ST.
SUITE 10B
ALEXANDRIA
VA
United States
Tel:
(301) 613-1194
J***@***********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 |
|---|---|---|---|---|---|
| GOULDING, JOSHUA, WRIGHT | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2018 | 50-75% |
| HAMILTON, JAMESON, EUGENE | Individual | – | MANAGING MEMBER | 09/2018 | < 5% |
| SCISCILO, JEFFREY, MICHAEL | Individual | – | MANAGING MEMBER | 09/2018 | 10-25% |
| Hutton, JENNIFER, ROSE | Individual | – | MANAGING MEMBER | 09/2018 | 10-25% |