{
  "crd_number": 297268,
  "slug": "4j-wealth-management-llc-mclean-va-297268",
  "primary_business_name": "4J WEALTH MANAGEMENT, LLC",
  "legal_name": "4J WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-09-12",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 348116838.0,
  "raum_discretionary": 342336061.0,
  "raum_non_discretionary": 5780777.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 52062183.0,
      "count": 121
    },
    "pension_profit_sharing": {
      "raum": 5780777.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 290273878.0,
      "count": 122
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "LA",
    "MD",
    "NC",
    "NH",
    "TX",
    "VA"
  ],
  "websites": [
    "https://4jwealth.com",
    "https://facebook.com/4jwealth",
    "https://instagram.com/4jwealth",
    "https://linkedin.com/company/4j-wealth-management",
    "https://pinterest.com/4jwealthmanagement/_saved",
    "https://tiktok.com/@4jwealth",
    "https://twitter.com/4jwealth",
    "https://yelp.com/biz/4j-wealth-management-alexandria",
    "https://youtube.com/@4jwealthmanagement600"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297268",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268",
  "display_name": "4J Wealth Management, LLC",
  "summary": "4J Wealth Management, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. 4J Wealth Management, LLC (CRD 297268): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is 4J Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 4J Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does 4J Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 4J Wealth Management, LLC located?",
      "a": "4J Wealth Management, LLC's principal office is in McLean, VA, according to its Form ADV."
    },
    {
      "q": "Is 4J Wealth Management, LLC registered with the SEC or a state?",
      "a": "4J Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297268."
    },
    {
      "q": "How much does 4J Wealth Management, LLC manage?",
      "a": "4J Wealth Management, LLC reports $348,116,838 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (98% discretionary)."
    },
    {
      "q": "How have 4J Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for 4J Wealth Management, LLC: Regulatory assets under management: $181,388,862 in the October 2021 data and $348,116,838 in the October 2026 data, up 92%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 4J Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (122); individuals (other than high net worth individuals) (121)."
    },
    {
      "q": "Which custodians does 4J Wealth Management, LLC use?",
      "a": "4J Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 4J Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297268"
    },
    {
      "q": "What changed in 4J Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $294,051,825 to $348,116,838 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 181388862.0,
      "total_employees": 4,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 220218420.0,
      "total_employees": 4,
      "filing_date": "2022-07-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195355063.0,
      "total_employees": 4,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 244953378.0,
      "total_employees": 5,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 294051825.0,
      "total_employees": 5,
      "filing_date": "2025-04-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 348116838.0,
      "total_employees": 4,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $294,051,825 to $348,116,838 (+18%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Retirement Plan Consulting: Our Retirement Plan Consulting services are billed on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Fees will not exceed 1.00%."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Retirement Plan Consulting: Our Retirement Plan Consulting services are billed on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Fees will not exceed 1.00%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 121,
      "fewer_than_5": false,
      "raum": 52062183.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 122,
      "fewer_than_5": false,
      "raum": 290273878.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5780777.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297268",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}