# AMJ Financial Wealth Management LLC

> AMJ Financial Wealth Management LLC is an SEC-registered investment advisory firm in Leesburg, VA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 162878
- Filed as: AMJ FINANCIAL WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leesburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162878
- AdvisorCensus page: https://advisorcensus.com/firm/amj-financial-wealth-management-llc-leesburg-va-162878

## Quick answers

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

**Where is AMJ Financial Wealth Management LLC located?**
AMJ Financial Wealth Management LLC's principal office is in Leesburg, VA, according to its Form ADV.

**Is AMJ Financial Wealth Management LLC registered with the SEC or a state?**
AMJ Financial Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 162878.

**How much does AMJ Financial Wealth Management LLC manage?**
AMJ Financial Wealth Management LLC reports $481,821,476 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have AMJ Financial Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for AMJ Financial Wealth Management LLC: Regulatory assets under management: $240,532,908 in the October 2021 data and $481,821,476 in the October 2026 data, up 100%. Total employees: 10 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does AMJ Financial Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (371); high net worth individuals (99).

**Which custodians does AMJ Financial Wealth Management LLC use?**
AMJ Financial Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does AMJ Financial 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/162878

**Does AMJ Financial Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is an account minimum, $250,000, which can be waived by the investment advisor at its discretion, based on the needs of the client and the complexity of the situation."

**What changed in AMJ Financial Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $427,426,118 to $481,821,476 (+13%). Registered or notice-filed in NY.

## 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 19, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> There is an account minimum, $250,000, which can be waived by the investment advisor at its discretion, based on the needs of the client and the complexity of the situation.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $481,821,476
- Discretionary: $481,821,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 371 | $167,757,073 |
| High net worth individuals | 99 | $308,017,322 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,079,986 |
| Charitable organizations | Fewer than 5 | $485,542 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,481,553 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 17 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MD, NC, NH, NY, PA, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- amjfinancial.com
- Facebook @AMJFINANCIAL
- LinkedIn @AMJ-FINANCIAL_2
- X @AMJFINANCIALLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $240,532,908 | 10 | August 19, 2021 |
| October 2022 | $330,359,860 | 13 | March 31, 2022 |
| October 2023 | $300,115,140 | 16 | September 13, 2023 |
| October 2024 | $334,599,266 | 17 | April 26, 2024 |
| October 2025 | $427,426,118 | 18 | March 21, 2025 |
| October 2026 | $481,821,476 | 17 | March 19, 2026 |

Regulatory assets under management: $240,532,908 in the October 2021 data and $481,821,476 in the October 2026 data, up 100%.
Total employees: 10 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $427,426,118 to $481,821,476 (+13%).
- Registered or notice-filed in NY.

### February 2026
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AMJ Financial Wealth Management LLC (CRD 162878): Form ADV filing data as of October 2026.