Hj Wealth Management LLC

Hj Wealth Management LLC (CRD# 139160) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $446,456,513 in 1,153 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    446
    MILLION
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $387,213
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

DE, FL, NE, NJ, NY, PA, TX

Financial Advisors at Hj Wealth Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Brian T. Kohute
CRD#: 4163553
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
96
Wealthminder
score

Brian Kohute (CRD# 4163553) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 16 years of experience in the finance industry.

2
Daniel J. McCusker
CRD#: 3261229
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
96
Wealthminder
score

Daniel McCusker (CRD# 3261229) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 15 years of experience in the finance industry. Daniel McCusker 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
Troy Moyer
CRD#: 4873449
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
96
Wealthminder
score

Troy Moyer (CRD# 4873449) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 11 years of experience in the finance industry. Troy Moyer 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.

4
Jay L. Heller
CRD#: 2742625
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
93
Wealthminder
score

Jay Heller (CRD# 2742625) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 20 years of experience in the finance industry.

5
Maxwell B. Heller
CRD#: 5648359
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
93
Wealthminder
score

Maxwell Heller (CRD# 5648359) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 6 years of experience in the finance industry.

6
Heather Tracey
CRD#: 4584506
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
90
Wealthminder
score

Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 4 years of experience in the finance industry.

7
Ira M. Brownstein
CRD#: 5798265
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
87
Wealthminder
score

Ira Brownstein (CRD# 5798265) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has 1 year of experience in the finance industry.

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