HJ WEALTH MANAGEMENT LLC
CRD #139160 SEC #801-67834 PLYMOUTH MEETING, PA 610-272-4700
SEC Registered
Total AUM
$446.5M
Discretionary
$427.7M
Employees
10
Clients
101
Accounts
1,153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $549.5M | $531.2M | $18.3M | 7 | 300 |
| Sep 2016 | $446.5M | $427.7M | $18.8M | 10 | 300 |
| Jun 2016 | $446.5M | $427.7M | $18.8M | 10 | 300 |
| May 2016 | $446.5M | $427.7M | $18.8M | 10 | 300 |
| May 2016 | $446.5M | $427.7M | $18.8M | 10 | 300 |
| Mar 2016 | $446.5M | $427.7M | $18.8M | 8 | 300 |
| Jun 2015 | $462.5M | $441M | $21.5M | 8 | 300 |
| Apr 2015 | $462.5M | $441M | $21.5M | 8 | 300 |
| Mar 2015 | $462.5M | $441M | $21.5M | 8 | 300 |
| Nov 2014 | $431.5M | $406.1M | $25.3M | 8 | 400 |
| Mar 2014 | $431.5M | $406.1M | $25.3M | 7 | 400 |
| Mar 2014 | $431.5M | $406.1M | $25.3M | 7 | 400 |
| May 2013 | $352.4M | $325.2M | $27.2M | 7 | 400 |
| Apr 2013 | $352.4M | $325.2M | $27.2M | 7 | 400 |
| Mar 2013 | $352.4M | $325.2M | $27.2M | 7 | 400 |
| Oct 2012 | $287.6M | $258.4M | $29.3M | 6 | 400 |
| Sep 2012 | $287.6M | $258.4M | $29.3M | 6 | 400 |
| Aug 2012 | $287.6M | $258.4M | $29.3M | 6 | 400 |
| Mar 2012 | $287.6M | $258.4M | $29.3M | 6 | 400 |
| Mar 2012 | $287.6M | $258.4M | $29.3M | 6 | 400 |
| Apr 2011 | $185.1M | $185.1M | $0 | 10 | -- |
| Apr 2011 | $295.3M | $185.1M | $110.2M | 10 | -- |
| Mar 2009 | $200.4M | $114.3M | $86.1M | 5 | -- |
| Oct 2007 | $216.2M | $150.2M | $66M | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2017
Total AUM$549.5M
Discretionary$531.2M
Non-Disc.$18.3M
Employees7
Clients300
DateSep 2016
Total AUM$446.5M
Discretionary$427.7M
Non-Disc.$18.8M
Employees10
Clients300
DateJun 2016
Total AUM$446.5M
Discretionary$427.7M
Non-Disc.$18.8M
Employees10
Clients300
DateMay 2016
Total AUM$446.5M
Discretionary$427.7M
Non-Disc.$18.8M
Employees10
Clients300
DateMay 2016
Total AUM$446.5M
Discretionary$427.7M
Non-Disc.$18.8M
Employees10
Clients300
DateMar 2016
Total AUM$446.5M
Discretionary$427.7M
Non-Disc.$18.8M
Employees8
Clients300
DateJun 2015
Total AUM$462.5M
Discretionary$441M
Non-Disc.$21.5M
Employees8
Clients300
DateApr 2015
Total AUM$462.5M
Discretionary$441M
Non-Disc.$21.5M
Employees8
Clients300
DateMar 2015
Total AUM$462.5M
Discretionary$441M
Non-Disc.$21.5M
Employees8
Clients300
DateNov 2014
Total AUM$431.5M
Discretionary$406.1M
Non-Disc.$25.3M
Employees8
Clients400
DateMar 2014
Total AUM$431.5M
Discretionary$406.1M
Non-Disc.$25.3M
Employees7
Clients400
DateMar 2014
Total AUM$431.5M
Discretionary$406.1M
Non-Disc.$25.3M
Employees7
Clients400
DateMay 2013
Total AUM$352.4M
Discretionary$325.2M
Non-Disc.$27.2M
Employees7
Clients400
DateApr 2013
Total AUM$352.4M
Discretionary$325.2M
Non-Disc.$27.2M
Employees7
Clients400
DateMar 2013
Total AUM$352.4M
Discretionary$325.2M
Non-Disc.$27.2M
Employees7
Clients400
DateOct 2012
Total AUM$287.6M
Discretionary$258.4M
Non-Disc.$29.3M
Employees6
Clients400
DateSep 2012
Total AUM$287.6M
Discretionary$258.4M
Non-Disc.$29.3M
Employees6
Clients400
DateAug 2012
Total AUM$287.6M
Discretionary$258.4M
Non-Disc.$29.3M
Employees6
Clients400
DateMar 2012
Total AUM$287.6M
Discretionary$258.4M
Non-Disc.$29.3M
Employees6
Clients400
DateMar 2012
Total AUM$287.6M
Discretionary$258.4M
Non-Disc.$29.3M
Employees6
Clients400
DateApr 2011
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$295.3M
Discretionary$185.1M
Non-Disc.$110.2M
Employees10
Clients--
DateMar 2009
Total AUM$200.4M
Discretionary$114.3M
Non-Disc.$86.1M
Employees5
Clients--
DateOct 2007
Total AUM$216.2M
Discretionary$150.2M
Non-Disc.$66M
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--