Dj Wealth Systems, LLC
Dj Wealth Systems, LLC is an SEC-registered ria with $44.0M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Dj Wealth Systems, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299360, SEC 801-114353, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $44.0M (2026-01-13)
- Firm type
- Ria
- Employees
- 1
- Clients
- 20
- CRD
- 299360
- Ownership
- HEACOCK, DAVID, ROBINSON; GINSBURG, JASON, ANDREW
How much AUM does Dj Wealth Systems, LLC have?
Dj Wealth Systems, LLC reported $44.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns Dj Wealth Systems, LLC?
Disclosed owners and executives of Dj Wealth Systems, LLC include HEACOCK, DAVID, ROBINSON, GINSBURG, JASON, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.