DJM WEALTH STRATEGIES, LLC
CRD #150816 SEC #801-70505 SCOTTSDALE, AZ 480-250-2603
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 24, 2009
- 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 |
|---|---|---|---|---|
| MATUSZAK, DAVID, JEFFERY MARQUES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MATUSZAK, DAVID, JEFFERY MARQUES | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JULMAT, INC. | DE | SHAREHOLDER | E | |
| JULMAT, INC. | DE | SHAREHOLDER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MATUSZAK, DAVID, JEFFERY MARQUES | I | JULMAT, INC | E | Control |
| MATUSZAK, DAVID, JEFFERY MARQUES | I | JULMAT, INC | E | Control |
Registrations
Federal
IA
Sep 24, 2009 REGISTERED
Notice Filings (1)
AZ
Address
10751 N. FRANK LLOYD WRIGHTSUITE 201
SCOTTSDALE, AZ 85259
United States
Phone: 480-250-2603