DSJ WEALTH MANAGEMENT LLC

DSJ WEALTH MANAGEMENT LLC of WESTBURY, NY is an SEC-registered investment adviser (CRD 321216).

Registration

• CRD: 321216
• Type: Registered investment adviser
• Location: 1400 OLD COUNTRY ROAD, WESTBURY, NY, 11590
• Phone: 516-541-6549
• Latest filing: 2025-03-12
• Clients: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321216 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search