← Tributary

4J WEALTH MANAGEMENT, LLC

MCLEAN, VA · CRD 297268 · IAPD ↗ · yelp.com · (703) 566-9573

$348.1MRegulatory AUM
3Advisory reps
4Employees
4Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — 4J WEALTH MANAGEMENT, LLC moved its main office from ALEXANDRIA, VA to MCLEAN, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
March 2025 — 4J WEALTH MANAGEMENT, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2024 — 4J WEALTH MANAGEMENT, LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2024 — 4J WEALTH MANAGEMENT, LLC reported RAUM up 25% ($195.4M -> $245.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — 4J WEALTH MANAGEMENT, LLC now reports custody of client assets ($28.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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