4J Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 17, 2026, reports $348M in regulatory assets under management, 4 employees, 4 offices, and 682 accounts.
Assets Under Management
$348M
Employees
4
Offices
4 offices
Total Clients
243
Primary office
MCLEAN, VA
1355 BEVERLY RD, SUITE 310, MCLEAN, VA, United States
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
122
2
Individuals
49.8%
121
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of March 17, 2026
Discretionary98.3%
$342M
98% of total RAUM98.3%
Non-discretionary1.7%
$6M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$348M
Total Accounts682
10Y AUM Change+$348M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* 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.