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).
Current Firm Details
By the Numbers
-
Total Assets Under Management446MILLION
-
Total Number of Accounts1,153ACCOUNTS
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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

Registered Investment Advisor
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
1
Maxwell Heller (CRD# 5648359) is an Investment Advisor Representative working at Hj Wealth Management LLC in Plymouth Meeting, PA and has over 8 years of experience in the finance industry.
2
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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