TRJ WEALTH MANAGEMENT, INC.

TRJ WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 128661). Regulatory assets under management: $2.4M.

Registration

• CRD: 128661
• Type: Registered investment adviser
• Phone: 7203394870
• Latest filing: 2026-02-06
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128661 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search