A&J WEALTH STRATEGIES LLC
A&J WEALTH STRATEGIES LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 161950). Regulatory assets under management: $2.4B.
Registration
- CRD: 161950
- SEC file number: 801-79289
- Type: Registered investment adviser
- 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 | Gross asset value | Min investment |
|---|
| AJW TA DEBT FUND LLC | Private Equity Fund | — | 42 | $37.0M | $500K |
Fund service providers (1)
- administrator: CARTA INVESTOR SERVICES, INC.
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