4 J Wealth Management, Llc
- Regulatory AUM
- $348M
- Discretionary
- $342M
- Clients
- 243
- Avg AUM / client
- $1.4M
- Accounts
- 682
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 121 | $52.1M | 15.0% |
| High net worth individuals | 122 | $290M | 83.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.8M | 1.66% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Michael Sciscilo | Managing Member | CFP CFA | Sep 2018 (8y) | 10% – 25% |
| Joshua Wright Goulding | Managing Member & Chief Compliance Officer | CFP CFA | Sep 2018 (8y) | 50% – 75% |
| Jennifer Rose Hutton | Managing Member | Chartered Financial Consultant | Sep 2018 (8y) | 10% – 25% |
| Joseph William Berenato | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 30% 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) | 03/17/2026 | 950 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
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $344M (99% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $106M (97% of AUM) Aug 2019
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 17, 2026.
View current Form ADV (SEC/IAPD) ↗