# A&J WEALTH STRATEGIES LLC

A&J WEALTH STRATEGIES LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 161950
- Type: SEC-registered investment adviser
- SEC file number: 801-79289
- Location: 28 LIBERTY STREET, SUITE 2850, NEW YORK, NY, 10005
- Phone: (212) 729-7750
- Latest filing: 2023-12-08
- Regulatory AUM: $2.4B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $569.4M
- Clients: 45
- Accounts: 797

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| COOPER GREGORY JOHN ANDREW | MANAGING PRINCIPAL | — |
| VOLESKO JUSTYN GREGORY | MANAGING PRINCIPAL; MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| BRADTMILLER SCOTT ALLEN | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| AJW TA DEBT FUND LLC | Private Equity Fund | — | 42 | $37.0M | $500K |


## Fund service providers (1)

- administrator: CARTA INVESTOR SERVICES, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161950/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161950/similar
- Related entities: https://search.stillhousedata.com/firm/161950/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161950

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.