Be advised. This firm is no longer registered.

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
1000 Germantown Pike, Suite H-1, Plymouth Meeting, PA 19462
http://www.hjwealth.com
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 - 2 of 2 top financial advisors.
1
Maxwell Heller, financial advisor Plymouth Meeting PA
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 8 years of experience in the finance industry.

2
Ira Brownstein, financial advisor Plymouth Meeting PA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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