Disclosure

AJ Wealth is registered as an investment adviser with the Securities and Exchange Commission (“SEC”). AJ Wealth provides asset management and related services for clients nationally. AJ Wealth will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC"), as applicable. AJ Wealth renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about AJ Wealth . It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. AJ Wealth does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

AJ Wealth will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at anytime, you can view our current Form ADV, Part 2 on our web site. In addition, you can Contact Us to request a hardcopy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

Client Resources

Company Information

AJ Wealth
30 Broad Street, 29th Floor
New York, NY 10004
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

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