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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD 162878

LEESBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77751b94-7edc-c57a-2b42-8ee0340ab07a

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 6
On other graphs: 0
Observed: Aug 10, 2018 to Mar 19, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $482MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $482M
Private client RAUM: $476MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $30.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,862
Individual clients: 371
High net worth clients: 99
Custody, client assets: $220M
SEC number: 801-113970
CRD: 162878
Filings on the tape: 23
First filed: Aug 10, 2018
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANGELA MULLIS BENDER	Certified Financial Planner	LEESBURG, VA	9	19	2	yes
JOHN MALCOLM MULLIS	n/a	LEESBURG, VA	7	28	3	no
FRIDTJOV MARKUSSEN	Certified Financial Planner	LEESBURG, VA	7	25	5	yes
BRETT DOUGLAS BENDER	n/a	LEESBURG, VA	7	29	1	no
ASHLEY LAKEN BARBER	Certified Financial Planner	LEESBURG, VA	7	10	1	no
TUCKER RYAN HOLT	Certified Financial Planner	LEESBURG, VA	7	11	2	yes
Luke Christopher Estep	Certified Financial Planner	LEESBURG, VA	3	13	n/a	no
LUKE JACKSON	Chartered Financial Analyst	LEESBURG, VA	3	13	n/a	no
James Morrison Ventrelli	n/a	LEESBURG, VA	3	13	n/a	no
Caroline Virginia Ludwick	n/a	LEESBURG, VA	2	11	n/a	no
Matthew Albritton	Certified Financial Planner	LEESBURG, VA	2	15	6	no
Patrick Daniel Tessier	n/a	LEESBURG, VA	2	13	n/a	no
Kevin Thomas Brown	Certified Financial Planner	LEESBURG, VA	2	13	n/a	no
Joshua Clark Cohen	Certified Financial Planner	LEESBURG, VA	2	12	n/a	no
Alexis Margaret Peed	Certified Financial Planner	LEESBURG, VA	1	12	n/a	no
Sean Strock McCarthy	n/a	LEESBURG, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENDER, ANGELA, MULLIS	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO	D	yes	02/2012	Aug 10, 2018	Dec 4, 2024
BENDER, BRETT, DOUGLAS	MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	C	yes	02/2012	Aug 10, 2018	Dec 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$482M	$482M	17	7	0	n/a	n/a
2024	Mar 21, 2025	$427M	$427M	18	7	0	n/a	n/a
2023	Mar 29, 2024	$335M	$335M	17	7	0	n/a	n/a
2022	Mar 30, 2023	$300M	$300M	16	11	0	n/a	n/a
2021	Mar 31, 2022	$330M	$330M	13	7	0	n/a	n/a
2020	Mar 25, 2021	$241M	$241M	10	6	0	n/a	n/a
2019	Mar 26, 2020	$184M	$184M	9	6	0	n/a	n/a
2018	Mar 21, 2019	$122M	$122M	7	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$482M	$427M	12.7%	$300M	17.1%	17	18	0	0

Relationships

Registered with (22)

← Sean Strock McCarthyAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← Alexis Margaret PeedAdvisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV
← Joshua Clark CohenAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← Kevin Thomas BrownAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← Patrick Daniel TessierAdvisorregistration: current employment
Feb 19, 2024 to presentfactForm ADV
← Matthew AlbrittonAdvisorregistration: current employment
Jan 26, 2024 to presentfactForm ADV
← Caroline Virginia LudwickAdvisorregistration: current employment
Jan 1, 2024 to presentfactForm ADV
← James Morrison VentrelliAdvisorregistration: current employment
Aug 28, 2023 to presentfactForm ADV
← LUKE JACKSONAdvisorregistration: current employment
Jun 13, 2023 to presentfactForm ADV
← Luke Christopher EstepAdvisorregistration: current employment
May 3, 2023 to presentfactForm ADV
← TUCKER RYAN HOLTAdvisorregistration: current employment
Apr 26, 2019 to presentfactForm ADV
← JOHN MALCOLM MULLISAdvisorregistration: previous registration
Jun 1, 2012 to Sep 14, 2018factForm ADV
← FRIDTJOV MARKUSSENAdvisorregistration: previous registration
Feb 26, 2015 to Sep 14, 2018factForm ADV
← BRETT DOUGLAS BENDERAdvisorregistration: previous registration
Oct 4, 2016 to Sep 14, 2018factForm ADV
← ASHLEY LAKEN BARBERAdvisorregistration: previous registration
Oct 4, 2016 to Sep 14, 2018factForm ADV
← ANGELA MULLIS BENDERAdvisorregistration: current employment
Mar 27, 2017 to presentfactForm ADV
← Austin CataniaAdvisorregistration: previous registration
Jun 13, 2023 to Feb 13, 2025factForm ADV
← Megan KellyAdvisorregistration: previous registration
Jul 27, 2021 to Jul 24, 2023factForm ADV
← DAVID WEISSAdvisorregistration: previous registration
Jul 26, 2021 to Mar 30, 2023factForm ADV
← Bianca Sophie SanAdvisorregistration: previous registration
Dec 17, 2021 to Feb 10, 2023factForm ADV
← JOSHUA FREDERICK WILLIFORDAdvisorregistration: previous registration
Apr 21, 2021 to Mar 7, 2022factForm ADV
← Ibtasam MahmoodAdvisorregistration: previous registration
Sep 27, 2018 to Dec 18, 2018factForm ADV

Controls (2)

← BENDER, ANGELA, MULLISOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO, ownership code D, individual
Aug 10, 2018 to Dec 4, 2024factForm ADV
← BENDER, BRETT, DOUGLASOwnerMEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, ownership code C, individual
Aug 10, 2018 to Dec 4, 2024factForm ADV

Dated events

Occurred
Feb 13, 2025
Advisor changed firm
Austin Catania left Amj Financial Wealth Management Llc for Milestone Asset Management, Llc (registered 2026-01-14)
Form ADVobserved 5 days ago
Occurred
Jul 24, 2023
Advisor changed firm
Megan Kelly left Amj Financial Wealth Management Llc for Creative Planning (registered 2023-07-31)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2023
Advisor changed firm
David Weiss left Amj Financial Wealth Management Llc for Creative Planning (registered 2023-04-11)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2023
Advisor changed firm
Bianca Sophie San left Amj Financial Wealth Management Llc for Cassaday & Company, Inc. (registered 2023-07-17)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2022
Advisor changed firm
Joshua Frederick Williford left Amj Financial Wealth Management Llc for Wells Fargo Advisors (registered 2024-10-25)
Form ADVobserved 5 days ago
Occurred
Aug 10, 2018
First Form ADV filing
Amj Financial Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77751b94-7edc-c57a-2b42-8ee0340ab07a
First observed: Aug 10, 2018
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD 162878

LEESBURG, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77751b94-7edc-c57a-2b42-8ee0340ab07a

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANGELA MULLIS BENDER

Certified Financial Planner

LEESBURG, VA

yes

JOHN MALCOLM MULLIS

n/a

LEESBURG, VA

FRIDTJOV MARKUSSEN

Certified Financial Planner

LEESBURG, VA

yes

BRETT DOUGLAS BENDER

n/a

LEESBURG, VA

ASHLEY LAKEN BARBER

Certified Financial Planner

LEESBURG, VA

TUCKER RYAN HOLT

Certified Financial Planner

LEESBURG, VA

yes

Luke Christopher Estep

Certified Financial Planner

LEESBURG, VA

n/a

LUKE JACKSON

Chartered Financial Analyst

LEESBURG, VA

n/a

James Morrison Ventrelli

n/a

LEESBURG, VA

n/a

Caroline Virginia Ludwick

n/a

LEESBURG, VA

n/a

Matthew Albritton

Certified Financial Planner

LEESBURG, VA

Patrick Daniel Tessier

n/a

LEESBURG, VA

n/a

Kevin Thomas Brown

Certified Financial Planner

LEESBURG, VA

n/a

Joshua Clark Cohen

Certified Financial Planner

LEESBURG, VA

n/a

Alexis Margaret Peed

Certified Financial Planner

LEESBURG, VA

n/a

Sean Strock McCarthy

n/a

LEESBURG, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENDER, ANGELA, MULLIS

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO

yes

02/2012

Aug 10, 2018

Dec 4, 2024

BENDER, BRETT, DOUGLAS

MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER

yes

02/2012

Aug 10, 2018

Dec 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$482M

n/a

2024

Mar 21, 2025

$427M

n/a

2023

Mar 29, 2024

$335M

n/a

2022

Mar 30, 2023

$300M

n/a

2021

Mar 31, 2022

$330M

n/a

2020

Mar 25, 2021

$241M

n/a

2019

Mar 26, 2020

$184M

n/a

2018

Mar 21, 2019

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$482M

$427M

12.7%

$300M

17.1%