DJM WEALTH STRATEGIES, LLC
DJM WEALTH STRATEGIES, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 150816). Regulatory assets under management: $41.2M.
Registration
- CRD: 150816
- SEC file number: 801-70505
- Type: Registered investment adviser
- Location: 10751 N. FRANK LLOYD WRIGHT, SUITE 201, SCOTTSDALE, AZ, 85259
- Phone: 480-250-2603
- Latest filing: 2011-03-21
- Regulatory AUM: $41.2M
- Discretionary AUM: $41.2M
- Clients: 1
- Accounts: 161
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MATUSZAK DAVID JEFFERY MARQUES | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
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