Overview
Assets Under Management: $46 million
High-Net-Worth Clients: 29
Average Client Assets: $1.6 million
Frequently Asked Questions
DJ WEALTH SYSTEMS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299360), DJ WEALTH SYSTEMS, LLC is subject to fiduciary duty under federal law.
DJ WEALTH SYSTEMS, LLC serves 29 high-net-worth clients according to their SEC filing dated January 18, 2024. View client details ↓
According to their SEC Form ADV, DJ WEALTH SYSTEMS, LLC offers portfolio management for individuals. View all service details ↓
DJ WEALTH SYSTEMS, LLC manages $46 million in client assets according to their SEC filing dated January 18, 2024.
According to their SEC Form ADV, DJ WEALTH SYSTEMS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.6 million
Total Client Accounts: 29
Discretionary Accounts: 29
Regulatory Filings
CRD Number: 299360
Filing ID: 1811841
Last Filing Date: 2024-01-18 09:31:00