Be advised. This firm is no longer registered.

Aj Wealth

Aj Wealth (CRD# 161950) is a financial advisory firm headquartered in New York, NY. They manage $2,370,092,170 in 797 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,370
    MILLION
  • Total Number of Accounts
    797
    ACCOUNTS
  • Average Account Value
    $2,973,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Aj Wealth
No Advisor Found.
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