# DSJ Wealth Management LLC

> DSJ Wealth Management LLC is a state-registered investment advisory firm in Westbury, NY, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2025.

- CRD: 321216
- Filed as: DSJ WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westbury, NY
- Filing period: October 2026
- Form ADV filing dated: March 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321216
- AdvisorCensus page: https://advisorcensus.com/firm/dsj-wealth-management-llc-westbury-ny-321216

## Quick answers

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

**Where is DSJ Wealth Management LLC located?**
DSJ Wealth Management LLC's principal office is in Westbury, NY, according to its Form ADV.

**Is DSJ Wealth Management LLC registered with the SEC or a state?**
DSJ Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321216.

**Does DSJ 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/321216

## From the Form ADV filing

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

### 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: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dsj.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DSJ Wealth Management LLC (CRD 321216): Form ADV filing data as of October 2026.