Amj Financial Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leesburg, VA. Its latest Form ADV filing, dated March 19, 2026, reports $482M in regulatory assets under management, 17 employees, and 1,862 accounts.
Assets Under Management
$482M
Employees
17
Offices
--
Total Clients
470
Primary office
LEESBURG, VA
44160 SCHOLAR PLAZA, SUITE 490, LEESBURG, VA, United States
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
371
2
HNWI
21.1%
99
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$482Mas of March 19, 2026
Discretionary100.0%
$482M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$482M
Total Accounts1,862
10Y AUM Change+$374M (+346.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee28:1
10Y Employee Change+9 (+112.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.