Amj Financial Wealth Management Llc
- Regulatory AUM
- $482M
- Discretionary
- $482M
- Clients
- 470
- Avg AUM / client
- $1.0M
- Accounts
- 1,862
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 371 | $168M | 34.8% |
| High net worth individuals | 99 | $308M | 63.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.1M | 0.85% |
| Charitable organizations | Fewer than 5 clients | $486K | 0.1% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.31% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angela Mullis Bender | Managing Member, Chief Compliance Officer, Ceo | CFP | Feb 2012 (15y) | 50% – 75% |
| Brett Douglas Bender | Member, Chief Financial Officer, Chief Operating Officer | Feb 2012 (15y) | 25% – 50% | |
| Ashley Laken Barber | Registered representative | CFP | Sep 2018 (8y) | |
| Fridtjov Markussen | Registered representative | CFP | Sep 2018 (8y) | |
| John Malcolm Mullis | Registered representative | Sep 2018 (8y) | ||
| Tucker Ryan Holt | Registered representative | CFP | Apr 2019 (7y) | |
| Luke Christopher Estep | Registered representative | CFP | May 2023 (3y) | |
| Luke Jackson | Registered representative | CFA | Jun 2023 (3y) | |
| James Morrison Ventrelli | Registered representative | Aug 2023 (3y) | ||
| Caroline Virginia Ludwick | Registered representative | Jan 2024 (3y) | ||
| Matthew Albritton | Registered representative | CFP | Jan 2024 (3y) | |
| Patrick Daniel Tessier | Registered representative | Feb 2024 (2y) | ||
| Kevin Thomas Brown | Registered representative | CFP | Apr 2024 (2y) | |
| Joshua Clark Cohen | Registered representative | Aug 2024 (2y) | ||
| Alexis Margaret Peed | Registered representative | Nov 2024 (2y) | ||
| Sean Strock Mc Carthy | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $479M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗