← Tributary

EJM WEALTH MANAGEMENT, LLC

· CRD 149698 · IAPD ↗ · 847-894-3371

$125.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — EJM WEALTH MANAGEMENT, LLC (location n/a) left the SEC roster (was $125.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.