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DSJ WEALTH MANAGEMENT LLC

CRD 321216

Visit website

1400 OLD COUNTRY ROAD, SUITE 310E, WESTBURY, NY, 11590, United States

Phone

516-541-6549

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2025-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

All web addresses on file

Official SEC filing: View on IAPD