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AMJ FINANCIAL WEALTH MANAGEMENT LLC

LEESBURG, VA · CRD 162878 · IAPD ↗ · 703-466-0477

$481.8MRegulatory AUM
7Advisory reps
17Employees
3Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — AMJ FINANCIAL WEALTH MANAGEMENT LLC reported RAUM up 28% ($334.6M -> $427.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — AMJ FINANCIAL WEALTH MANAGEMENT LLC shrank from 11 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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