Amj Financial Wealth Management LLC

Amj Financial Wealth Management LLC (CRD# 162878) is a financial advisory firm headquartered in Leesburg, VA. They manage $73,532,057 in 592 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    592
    ACCOUNTS
  • Average Account Value
    $124,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MD, NC, PA, TX, VA

Financial Advisors at Amj Financial Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Angela M. Bender
CRD#: 5208180
44160 Scholar Plaza, Suite 350, Leesburg, VA 20176
96
Wealthminder
score

Angela Bender (CRD# 5208180) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 11 years of experience in the finance industry. Angela Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Fridtjov Markussen
CRD#: 4323396
44160 Scholar Plaza, Suite 350, Leesburg, VA 20176
96
Wealthminder
score

Fridtjov Markussen (CRD# 4323396) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 17 years of experience in the finance industry. Fridtjov Markussen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John M. Mullis
CRD#: 1398259
44160 Scholar Plaza, Suite 350, Leesburg, VA 20176
93
Wealthminder
score

John Mullis (CRD# 1398259) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 19 years of experience in the finance industry.

4
Ashley L. Adams
CRD#: 6670800
44160 Scholar Plaza, Suite 350, Leesburg, VA 20176
88
Wealthminder
score

Ashley Adams (CRD# 6670800) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has 1 year of experience in the finance industry.

5
Brett D. Bender
CRD#: 6044801
44160 Scholar Plaza, Suite 350, Leesburg, VA 20176
88
Wealthminder
score

Brett Bender (CRD# 6044801) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has 1 year of experience in the finance industry.

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