A&J WEALTH STRATEGIES LLC
Legal name: AJ WEALTH
CRD #161950 SEC #801-79289 NEW YORK, NY (212) 729-7750
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$1.8B
Employees
45
Clients
251
Accounts
797
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AJWS GP HOLDINGS LLC | DE | MANAGING PRINCIPAL | NA | |
| AJWS GP HOLDINGS LLC | DE | MANAGING PRINCIPAL | NA | |
| AJWS GP HOLDINGS LLC | DE | MANAGING PRINCIPAL | NA | |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRADTMILLER, SCOTT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AJWS PARTNER HOLDINGS LP | DE | MANAGING PRINCIPAL | E | Control |
| AJWS PARTNER HOLDINGS LP | DE | MANAGING PRINCIPAL | E | Control |
| AJWS PARTNER HOLDINGS LP | DE | MANAGING PRINCIPAL | E | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| COOPER, ANDREW | I | MANAGING PRINCIPAL | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | MANAGING PRINCIPAL | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COOPER, ANDREW | I | AJWS PARTNER HOLDINGS LP | D | Control |
| COOPER, ANDREW | I | AJWS GP HOLDINGS LLC | D | |
| COOPER, ANDREW | I | AJWS PARTNER HOLDINGS LP | D | Control |
| COOPER, ANDREW | I | AJWS GP HOLDINGS LLC | D | |
| COOPER, ANDREW | I | AJWS PARTNER HOLDINGS LP | D | Control |
| COOPER, ANDREW | I | AJWS GP HOLDINGS LLC | D | |
| VOLESKO, JUSTYN, GREGORY | I | AJWS PARTNER HOLDINGS LP | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | AJWS GP HOLDINGS LLC | D | |
| VOLESKO, JUSTYN, GREGORY | I | AJWS PARTNER HOLDINGS LP | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | AJWS GP HOLDINGS LLC | D | |
| VOLESKO, JUSTYN, GREGORY | I | AJWS PARTNER HOLDINGS LP | D | Control |
| VOLESKO, JUSTYN, GREGORY | I | AJWS GP HOLDINGS LLC | D |
Registrations
Federal
IA
Dec 8, 2023 REGISTERED
Notice Filings (11)
CA CT FL LA MA NH NJ NY OH RI TX
Address
28 LIBERTY STREETSUITE 2850
NEW YORK, NY 10005
United States
Phone: (212) 729-7750