Amj Financial Wealth Management LLC
● SEC registered since 2018CRD 162878SEC# 801-113970Leesburg, VA
Reg. AUM
$481.8M
Employees
17
Accounts
1,862
Location
Leesburg, VA
Amj Financial Wealth Management LLC assets under management
Amj Financial Wealth Management LLC operates as an SEC-registered investment adviser based in Leesburg, VA. The firm has been registered since 2018. It reports $481.8 million in regulatory assets under management and employs 17 people.
Amj Financial Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Mullis Bender Control | Managing Member, Chief Compliance Officer, Chief Executive Officer | 50-75% | 2012 |
| Brett Douglas Bender Control | Member, Chief Financial Officer, Chief Operating Officer | 25-50% | 2012 |
Frequently asked questions
How much does Amj Financial Wealth Management LLC manage?
Amj Financial Wealth Management LLC reports $481.8 million in regulatory assets under management on its Form ADV.
How many employees does Amj Financial Wealth Management LLC have?
Amj Financial Wealth Management LLC reports 17 employees.
Where is Amj Financial Wealth Management LLC located?
Amj Financial Wealth Management LLC is based in Leesburg, VA and has been SEC-registered since 2018.
Does Amj Financial Wealth Management LLC disclose fund performance?
Amj Financial Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44160 Scholar Plaza, Suite 490, Leesburg, VA 20176 |
| Phone | 703-466-0477 |
| Fax | 703-723-8890 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$481.8M▲ 44%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$481.8Mregulatory AUM
Discretionary $481.8M