Dj Wealth Systems, LLC
● SEC registered since 2018CRD 299360SEC# 801-114353
Reg. AUM
$44M
Employees
1
Accounts
23
Location
—
Dj Wealth Systems, LLC assets under management
Dj Wealth Systems, LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $44 million in regulatory assets under management and employs 1 people.
Dj Wealth Systems, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Andrew Ginsburg Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Dj Wealth Systems, LLC manage?
Dj Wealth Systems, LLC reports $44 million in regulatory assets under management on its Form ADV.
How many employees does Dj Wealth Systems, LLC have?
Dj Wealth Systems, LLC reports 1 employees.
Does Dj Wealth Systems, LLC disclose fund performance?
Dj Wealth Systems, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (917) 207-0787 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$44M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$44Mregulatory AUM
Discretionary $44M