Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 33
Average Client Assets: $3.0 million
Frequently Asked Questions
EJM WEALTH MANAGEMENT, 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 #149698), EJM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EJM WEALTH MANAGEMENT, LLC serves 33 high-net-worth clients according to their SEC filing dated August 29, 2024. View client details ↓
According to their SEC Form ADV, EJM WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
EJM WEALTH MANAGEMENT, LLC manages $125 million in client assets according to their SEC filing dated August 29, 2024.
According to their SEC Form ADV, EJM WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.47%
Average Client Assets: $3.0 million
Total Client Accounts: 151
Discretionary Accounts: 149
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 149698
Filing ID: 1898724
Last Filing Date: 2024-08-29 12:42:00