# 4J Wealth Management, LLC

> 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.

- CRD: 297268
- Filed as: 4J WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297268
- AdvisorCensus page: https://advisorcensus.com/firm/4j-wealth-management-llc-mclean-va-297268

## Quick answers

**How is 4J Wealth Management, LLC compensated?**
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).

**How much does 4J Wealth Management, LLC charge?**
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.

**Where is 4J Wealth Management, LLC located?**
4J Wealth Management, LLC's principal office is in McLean, VA, according to its Form ADV.

**Is 4J Wealth Management, LLC registered with the SEC or a state?**
4J Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297268.

**How much does 4J Wealth Management, LLC manage?**
4J Wealth Management, LLC reports $348,116,838 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (98% discretionary).

**How have 4J Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does 4J Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (122); individuals (other than high net worth individuals) (121).

**Which custodians does 4J Wealth Management, LLC use?**
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.

**Does 4J Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in 4J Wealth Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $348,116,838
- Discretionary: $342,336,061
- Non-discretionary: $5,780,777

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $52,062,183 |
| High net worth individuals | 122 | $290,273,878 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,780,777 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, LA, MD, NC, NH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4jwealth.com
- yelp.com/biz/4j-wealth-management-alexandria
- Facebook @4jwealth
- Instagram @4jwealth
- LinkedIn @4j-wealth-management
- Pinterest @4jwealthmanagement
- TikTok @4jwealth
- X @4jwealth
- YouTube @4jwealthmanagement600

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $181,388,862 | 4 | September 7, 2021 |
| October 2022 | $220,218,420 | 4 | July 25, 2022 |
| October 2023 | $195,355,063 | 4 | September 5, 2023 |
| October 2024 | $244,953,378 | 5 | August 13, 2024 |
| October 2025 | $294,051,825 | 5 | April 17, 2025 |
| October 2026 | $348,116,838 | 4 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $294,051,825 to $348,116,838 (+18%).

### January 2026
- No longer registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 4J Wealth Management, LLC (CRD 297268): Form ADV filing data as of October 2026.