# BDJ Wealth Management LLC

> BDJ Wealth Management LLC is a state-registered investment advisory firm in Plano, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309290
- Filed as: BDJ WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309290
- AdvisorCensus page: https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290

## Quick answers

**How is BDJ Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BDJ Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BDJ Wealth Management LLC located?**
BDJ Wealth Management LLC's principal office is in Plano, TX, according to its Form ADV.

**Is BDJ Wealth Management LLC registered with the SEC or a state?**
BDJ Wealth Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309290.

**How much does BDJ Wealth Management LLC manage?**
BDJ Wealth Management LLC reports $31,753,688 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does BDJ Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Does BDJ 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309290

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,753,688
- Discretionary: $31,753,688
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $16,315,367 |
| High net worth individuals | 11 | $10,752,775 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $4,685,546 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pjsservicesgroup.com
- w2woman.com
- Facebook facebook.com
- Facebook facebook.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BDJ Wealth Management LLC (CRD 309290): Form ADV filing data as of October 2026.