4j Wealth Management LLC
4J Wealth Management LLC is an SEC-registered investment adviser based in Alexandria, Virginia, founded in 2019. The firm manages investment portfolios for individuals (including high net worth), pension and profit sharing plans, and serves over 600 client accounts. With approximately 5 employees, it offers personalized wealth management and financial planning services, focusing on individualized solutions for their clients' unique needs.
Investment Strategy
4J Wealth Management LLC provides discretionary and non-discretionary investment advisory services, primarily serving individual clients, including high net worth individuals. The firm's investment approach emphasizes portfolio diversification with positions in large-cap technology and blue chip equities, and asset allocation tailored to client risk profiles. Their philosophy includes long-term growth and preservation of capital, providing financial planning tailored to each client's financial goals.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 15.03% | $25.6M | 38,212 | $461.69 | $669.30 | +$2.3M |
T TOUS | T ROWE PRICE ETF INC | 9.75% | $16.6M | 493,744 | $31.58 | $33.62 | +$1.8M |
T TFLR | T ROWE PRICE ETF INC | 6.01% | $10.2M | 198,857 | $51.57 | $51.46 | +$1.1M |
T TCAF | T ROWE PRICE ETF INC | 5.93% | $10.1M | 267,584 | $29.09 | $37.70 | +$1.1M |
D DYNF | BLACKROCK ETF TRUST | 4.40% | $7.5M | 126,414 | $57.26 | $59.20 | +$4.7M |