4J WEALTH MANAGEMENT, LLC
CRD #297268 SEC #801-113972 MCLEAN, VA (703) 566-9573
SEC Registered
Total AUM
$294.1M
Discretionary
$286M
Employees
5
Clients
101
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Sep 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Aug 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Apr 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Apr 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Feb 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Feb 2025 | $294.1M | $286M | $8.1M | 5 | 2 |
| Aug 2024 | $245M | $237M | $8M | 5 | 5 |
| Jul 2024 | $245M | $237M | $8M | 5 | 5 |
| Mar 2024 | $245M | $237M | $8M | 5 | 5 |
| Feb 2024 | $245M | $237M | $8M | 5 | 5 |
| Sep 2023 | $195.4M | $190.8M | $4.6M | 4 | 0 |
| Jul 2023 | $195.4M | $190.8M | $4.6M | 4 | 0 |
| May 2023 | $195.4M | $190.8M | $4.6M | 4 | 0 |
| Jan 2023 | $195.4M | $190.8M | $4.6M | 3 | 0 |
| Oct 2022 | $220.2M | $209M | $11.2M | 4 | 0 |
| Jul 2022 | $220.2M | $209M | $11.2M | 4 | 0 |
| Jan 2022 | $220.2M | $209M | $11.2M | 4 | 0 |
| Oct 2021 | $181.4M | $175.9M | $5.5M | 4 | 7 |
| Sep 2021 | $181.4M | $175.9M | $5.5M | 4 | 7 |
| Mar 2021 | $181.4M | $175.9M | $5.5M | 4 | 7 |
| Jan 2021 | $181.4M | $175.9M | $5.5M | 4 | 7 |
| Oct 2020 | $144M | $139.6M | $4.4M | 4 | 0 |
| Jun 2020 | $144M | $139.6M | $4.4M | 4 | 0 |
| Jun 2020 | $144M | $139.6M | $4.4M | 4 | 0 |
| Jan 2020 | $144M | $139.6M | $4.4M | 4 | 0 |
| Aug 2019 | $109M | $105.5M | $3.4M | 4 | 0 |
| Jan 2019 | $109M | $105.5M | $3.4M | 4 | 0 |
| Oct 2018 | $110.4M | $106.7M | $3.6M | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateSep 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateAug 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateApr 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateApr 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateFeb 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateFeb 2025
Total AUM$294.1M
Discretionary$286M
Non-Disc.$8.1M
Employees5
Clients2
DateAug 2024
Total AUM$245M
Discretionary$237M
Non-Disc.$8M
Employees5
Clients5
DateJul 2024
Total AUM$245M
Discretionary$237M
Non-Disc.$8M
Employees5
Clients5
DateMar 2024
Total AUM$245M
Discretionary$237M
Non-Disc.$8M
Employees5
Clients5
DateFeb 2024
Total AUM$245M
Discretionary$237M
Non-Disc.$8M
Employees5
Clients5
DateSep 2023
Total AUM$195.4M
Discretionary$190.8M
Non-Disc.$4.6M
Employees4
Clients0
DateJul 2023
Total AUM$195.4M
Discretionary$190.8M
Non-Disc.$4.6M
Employees4
Clients0
DateMay 2023
Total AUM$195.4M
Discretionary$190.8M
Non-Disc.$4.6M
Employees4
Clients0
DateJan 2023
Total AUM$195.4M
Discretionary$190.8M
Non-Disc.$4.6M
Employees3
Clients0
DateOct 2022
Total AUM$220.2M
Discretionary$209M
Non-Disc.$11.2M
Employees4
Clients0
DateJul 2022
Total AUM$220.2M
Discretionary$209M
Non-Disc.$11.2M
Employees4
Clients0
DateJan 2022
Total AUM$220.2M
Discretionary$209M
Non-Disc.$11.2M
Employees4
Clients0
DateOct 2021
Total AUM$181.4M
Discretionary$175.9M
Non-Disc.$5.5M
Employees4
Clients7
DateSep 2021
Total AUM$181.4M
Discretionary$175.9M
Non-Disc.$5.5M
Employees4
Clients7
DateMar 2021
Total AUM$181.4M
Discretionary$175.9M
Non-Disc.$5.5M
Employees4
Clients7
DateJan 2021
Total AUM$181.4M
Discretionary$175.9M
Non-Disc.$5.5M
Employees4
Clients7
DateOct 2020
Total AUM$144M
Discretionary$139.6M
Non-Disc.$4.4M
Employees4
Clients0
DateJun 2020
Total AUM$144M
Discretionary$139.6M
Non-Disc.$4.4M
Employees4
Clients0
DateJun 2020
Total AUM$144M
Discretionary$139.6M
Non-Disc.$4.4M
Employees4
Clients0
DateJan 2020
Total AUM$144M
Discretionary$139.6M
Non-Disc.$4.4M
Employees4
Clients0
DateAug 2019
Total AUM$109M
Discretionary$105.5M
Non-Disc.$3.4M
Employees4
Clients0
DateJan 2019
Total AUM$109M
Discretionary$105.5M
Non-Disc.$3.4M
Employees4
Clients0
DateOct 2018
Total AUM$110.4M
Discretionary$106.7M
Non-Disc.$3.6M
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0