BDJ WEALTH MANAGEMENT LLC

BDJ WEALTH MANAGEMENT LLC of PLANO, TX is an SEC-registered investment adviser (CRD 309290). Regulatory assets under management: $31.8M.

Registration

• CRD: 309290
• Type: Registered investment adviser
• Location: 4521 BIG SKY DRIVE, PLANO, TX, 75024
• Phone: 469-619-9525
• Latest filing: 2026-03-31
• Regulatory AUM: $31.8M
• Discretionary AUM: $31.8M
• Clients: 2
• Accounts: 188

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search