Also known as 4j wealth
4J Wealth Management is a wealth management and financial planning firm based in McLean, Virginia, founded in 2018. It serves individuals and families, with reported assets under management of about $348 million. The firm builds personalized financial plans and stress tests them against events such as poor market returns, health crises or the loss of a loved one, with annual plan updates and ongoing oversight. Its stated view is that clients are best served by helping them avoid costly decisions during volatile markets rather than trying to beat the market. It also hosts educational classes and webinars on financial planning and market trends.
Public regulatory records matched to 4J Wealth Management from SEC and IRS filings.
Public filings matched to 4J Wealth Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
4J Wealth Management is a wealth manager based in McLean, United States, managing approximately $348M in assets.
4J Wealth Management is headquartered in McLean, United States.
4J Wealth Management manages approximately $348M in assets under management.
4J Wealth Management was founded in 2018.
Verified contact details, key decision-makers, and investment preferences for 4J Wealth Management are available on LPbacked. Create a free account to access them.