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AMJ Financial Wealth Management LLC

Headquartered in LEESBURG, VA

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Firm Information

AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, VA, with over 1500 client accounts and $334 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. AMJ Financial Wealth Management LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.

AMJ Financial Wealth Management LLC

44160 SCHOLAR PLAZA

LEESBURG, VA 20176

$334.60M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

AMJ FINANCIAL WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

LEESBURG, VA

Advisors at AMJ Financial Wealth Management LLC

View All 16 Advisors
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Joshua Clark Cohen

RA

LEESBURG, VA

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Alexis Margaret Peed

RA

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Caroline Virginia Ludwick

RA

LEESBURG, VA

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Brett Douglas Bender

RA

LEESBURG, VA

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John Malcolm Mullis

RA

LEESBURG, VA

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Angela Mullis Bender

CFP®, RA

LEESBURG, VA

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Austin Catania

RA

LEESBURG, VA

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Tucker Ryan Holt

CFP®, RA

LEESBURG, VA

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Disclosures

There are no public disclosures for AMJ Financial Wealth Management LLC.

Frequently Asked Questions (6)

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