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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 20, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| HELLER, JAY, L | I | MANAGING MEMBER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KOHUTE, BRIAN, TIMOTHY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Sep 20, 2016 REGISTERED
Notice Filings (7)
DE FL NE NJ NY PA TX
Address
1000 GERMANTOWN PIKESUITE H-1
PLYMOUTH MEETING, PA 19462
United States
Phone: 610-272-4700