AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD #162878 SEC #801-113970 LEESBURG, VA 703-466-0477
SEC Registered
Total AUM
$427.4M
Discretionary
$427.4M
Employees
18
Clients
10
Accounts
1,744
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $427.4M | $427.4M | $0 | 18 | 5 |
| Feb 2025 | $334.6M | $334.6M | $0 | 17 | 5 |
| Dec 2024 | $334.6M | $334.6M | $0 | 17 | 5 |
| Oct 2024 | $334.6M | $334.6M | $0 | 17 | 5 |
| Oct 2024 | $334.6M | $334.6M | $0 | 17 | 5 |
| Apr 2024 | $334.6M | $334.6M | $0 | 17 | 5 |
| Mar 2024 | $334.6M | $334.6M | $0 | 17 | 5 |
| Sep 2023 | $300.1M | $300.1M | $0 | 16 | 4 |
| Mar 2023 | $300.1M | $300.1M | $0 | 16 | 4 |
| Mar 2022 | $330.4M | $330.4M | $0 | 13 | 5 |
| Aug 2021 | $240.5M | $240.5M | $0 | 10 | 6 |
| May 2021 | $240.5M | $240.5M | $0 | 10 | 6 |
| Mar 2021 | $240.5M | $240.5M | $0 | 10 | 6 |
| Jul 2020 | $183.8M | $183.8M | $0 | 9 | 3 |
| Jun 2020 | $183.8M | $183.8M | $0 | 9 | 3 |
| May 2020 | $183.8M | $183.8M | $0 | 9 | 3 |
| Mar 2020 | $183.8M | $183.8M | $0 | 9 | 3 |
| Mar 2019 | $122.4M | $122.4M | $0 | 7 | 2 |
| Sep 2018 | $108M | $108M | $0 | 8 | 0 |
| Sep 2018 | $108M | $108M | $0 | 8 | 0 |
| Aug 2018 | $108M | $108M | $0 | 8 | 0 |
DateMar 2025
Total AUM$427.4M
Discretionary$427.4M
Non-Disc.$0
Employees18
Clients5
DateFeb 2025
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees17
Clients5
DateDec 2024
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees17
Clients5
DateOct 2024
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees17
Clients5
DateOct 2024
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees17
Clients5
DateApr 2024
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees17
Clients5
DateMar 2024
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees17
Clients5
DateSep 2023
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees16
Clients4
DateMar 2023
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees16
Clients4
DateMar 2022
Total AUM$330.4M
Discretionary$330.4M
Non-Disc.$0
Employees13
Clients5
DateAug 2021
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees10
Clients6
DateMay 2021
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees10
Clients6
DateMar 2021
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees10
Clients6
DateJul 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees9
Clients3
DateJun 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees9
Clients3
DateMay 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees9
Clients3
DateMar 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees9
Clients3
DateMar 2019
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees7
Clients2
DateSep 2018
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees8
Clients0