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Amj Financial Wealth Management LLC

● SEC registered since 2018CRD 162878SEC# 801-113970Leesburg, VA
Export (members)
Reg. AUM
$427.4M
Employees
18
Accounts
1,744
Location
Leesburg, VA

Amj Financial Wealth Management LLC assets under management

Amj Financial Wealth Management LLC operates as an SEC-registered investment adviser based in Leesburg, VA. The firm has been registered since 2018. It reports $427.4 million in regulatory assets under management and employs 18 people.

Amj Financial Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Angela Mullis Bender ControlManaging Member, Chief Compliance Officer, Chief Executive Officer50-75%2012
Brett Douglas Bender ControlMember, Chief Financial Officer, Chief Operating Officer25-50%2012

Frequently asked questions

How much does Amj Financial Wealth Management LLC manage?

Amj Financial Wealth Management LLC reports $427.4 million in regulatory assets under management on its Form ADV.

How many employees does Amj Financial Wealth Management LLC have?

Amj Financial Wealth Management LLC reports 18 employees.

Where is Amj Financial Wealth Management LLC located?

Amj Financial Wealth Management LLC is based in Leesburg, VA and has been SEC-registered since 2018.

Does Amj Financial Wealth Management LLC disclose fund performance?

Amj Financial Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address44160 Scholar Plaza, Suite 490, Leesburg, VA 20176
Phone703-466-0477
Fax703-723-8890
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$427.4M
Non-discretionary$0
Total (RAUM)$427.4M