# DJ WEALTH SYSTEMS, LLC

DJ WEALTH SYSTEMS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 299360
- Type: SEC-registered investment adviser
- SEC file number: 801-114353
- Phone: (917) 207-0787
- Latest filing: 2026-01-13
- Regulatory AUM: $44.0M
- Discretionary AUM: $44.0M
- Clients: 1
- Accounts: 23

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jason Andrew Ginsburg | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GINSBURG JASON ANDREW | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| HEACOCK DAVID ROBINSON | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299360/similar
- Related entities: https://search.stillhousedata.com/firm/299360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299360

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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.