EJM WEALTH MANAGEMENT, LLC

EJM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 149698). Regulatory assets under management: $125.1M.

Registration

• CRD: 149698
• SEC file number: 801-128337
• Type: Registered investment adviser
• Phone: 847-894-3371
• Latest filing: 2024-08-29
• Regulatory AUM: $125.1M
• Discretionary AUM: $120.0M
• Non-discretionary AUM: $5.1M
• Clients: 1
• Accounts: 151

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 149698 on SEC IAPD (source of record)
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