Investment adviser · CRD 344684

SJ WEALTH PARTNERS

Investment adviser filing (IA)

ST. PETERSBURG, FL, United States · Form ADV filed Sep 22, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Sep 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 CENTRAL AVE FL15
ST. PETERSBURG, FL, 33701, United States

CRD 344684

Filing source

Form ADV 2133984 · Sep 22, 2026 · 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.