# AJD Wealth

> AJD Wealth is a state-registered investment advisory firm in Cincinnati, OH, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 328624
- Filed as: AJD WEALTH
- Legal name: AJD Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328624
- AdvisorCensus page: https://advisorcensus.com/firm/ajd-wealth-cincinnati-oh-328624

## Quick answers

**How is AJD Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), AJD Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is AJD Wealth located?**
AJD Wealth's principal office is in Cincinnati, OH, according to its Form ADV.

**Is AJD Wealth registered with the SEC or a state?**
AJD Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328624.

**How much does AJD Wealth manage?**
AJD Wealth reports $24,209,366 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does AJD Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (8).

**Does AJD Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328624

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,209,366
- Discretionary: $24,209,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $11,755,985 |
| High net worth individuals | 8 | $12,453,381 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ajdwealth.com
- LinkedIn @ajd-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AJD Wealth (CRD 328624): Form ADV filing data as of October 2026.