# DSJ WEALTH MANAGEMENT LLC

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

## Registration

- CRD: 321216
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321216/similar
- Related entities: https://search.stillhousedata.com/firm/321216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321216

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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.