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).

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 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 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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