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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $2.4B | $1.8B | $569.4M | 45 | 99 |
| Aug 2023 | $2.4B | $1.8B | $569.4M | 45 | 99 |
| Jun 2023 | $2.4B | $1.8B | $569.4M | 45 | 99 |
| Mar 2023 | $2.4B | $1.8B | $569.4M | 45 | 99 |
| Mar 2022 | $2.9B | $1.7B | $1.2B | 36 | 83 |
| May 2021 | $2B | $1.5B | $503M | 30 | 73 |
| Mar 2021 | $2B | $1.5B | $503M | 30 | 73 |
| Jun 2020 | $1.5B | $1.2B | $274M | 24 | 53 |
| Mar 2020 | $1.5B | $1.2B | $274M | 24 | 53 |
| Jun 2019 | $926M | $708M | $218M | 24 | 55 |
| Mar 2019 | $926M | $708M | $218M | 24 | 55 |
| Mar 2018 | $764M | $614M | $150M | 24 | 57 |
| Mar 2017 | $536.7M | $372M | $164.7M | 21 | 100 |
| Mar 2016 | $368.9M | $265.6M | $103.3M | 18 | 100 |
| Mar 2015 | $236.1M | $165.8M | $70.4M | 13 | 26 |
| Mar 2014 | $89.2M | $89.2M | $0 | 9 | 26 |
| Feb 2014 | $89.2M | $89.2M | $0 | 9 | 26 |
DateDec 2023
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$569.4M
Employees45
Clients99
DateAug 2023
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$569.4M
Employees45
Clients99
DateJun 2023
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$569.4M
Employees45
Clients99
DateMar 2023
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$569.4M
Employees45
Clients99
DateMar 2022
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees36
Clients83
DateMay 2021
Total AUM$2B
Discretionary$1.5B
Non-Disc.$503M
Employees30
Clients73
DateMar 2021
Total AUM$2B
Discretionary$1.5B
Non-Disc.$503M
Employees30
Clients73
DateJun 2020
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$274M
Employees24
Clients53
DateMar 2020
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$274M
Employees24
Clients53
DateJun 2019
Total AUM$926M
Discretionary$708M
Non-Disc.$218M
Employees24
Clients55
DateMar 2019
Total AUM$926M
Discretionary$708M
Non-Disc.$218M
Employees24
Clients55
DateMar 2018
Total AUM$764M
Discretionary$614M
Non-Disc.$150M
Employees24
Clients57
DateMar 2017
Total AUM$536.7M
Discretionary$372M
Non-Disc.$164.7M
Employees21
Clients100
DateMar 2016
Total AUM$368.9M
Discretionary$265.6M
Non-Disc.$103.3M
Employees18
Clients100
DateMar 2015
Total AUM$236.1M
Discretionary$165.8M
Non-Disc.$70.4M
Employees13
Clients26
DateMar 2014
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees9
Clients26
DateFeb 2014
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees9
Clients26