Aljz Consulting, LLC
● SEC registered since 2026CRD 332823SEC# 801-135933
Reg. AUM
$116.7M
Employees
3
Accounts
549
Location
—
Aljz Consulting, LLC assets under management
Aljz Consulting, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $116.7 million in regulatory assets under management and employs 3 people.
Aljz Consulting, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Louis Schwartz Control | Managing Member And Cco | Over 75% | 2024 |
Frequently asked questions
How much does Aljz Consulting, LLC manage?
Aljz Consulting, LLC reports $116.7 million in regulatory assets under management on its Form ADV.
How many employees does Aljz Consulting, LLC have?
Aljz Consulting, LLC reports 3 employees.
Does Aljz Consulting, LLC disclose fund performance?
Aljz Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 312-758-3997 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$116.7Mregulatory AUM
Discretionary $0Non-discretionary $116.7M