Investment adviser · CRD 149698
EJM WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
· Form ADV filed Aug 29, 2024
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 151 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 33 | $98,149,988 | 78.5% |
| Charities | Fewer than 5 | $16,268,741 | 13.0% |
| Individuals | 21 | $5,579,581 | 4.5% |
| Retirement plans | Fewer than 5 | $5,082,030 | 4.1% |
Filing source
Form ADV 1898724 · Aug 29, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 29, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 149698
Filing source
Form ADV 1898724 · Aug 29, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.