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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Matthew Albritton

Advisor at AMJ FINANCIAL WEALTH MANAGEMENT LLC

LEESBURG, VA

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Search this name across graphsid dfx:ria:aa0d3251-89aa-2b92-42fd-7f0a7d2f90ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 10, 2012 to Sep 14, 2026

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

Current firm: AMJ FINANCIAL WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 6, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 6, 2011
First registration: Jan 10, 2012
Dual registered: no
Other names: MATTHEW RYAN ALBRITTON
IAPD individual key: 5932331

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMJ FINANCIAL WEALTH MANAGEMENT LLC	Independent wealth	Jan 26, 2024	n/a	yes	LEESBURG, VA	Current employment
SAGEVEST WEALTH MANAGEMENT	Independent wealth	Jul 29, 2020	Dec 1, 2023	no	MCLEAN, VA	Previous registration
PEGASUS FINANCIAL GROUP LLC	Independent wealth	Jan 27, 2017	Jun 28, 2021	no	CHANTILLY, VA	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Sep 12, 2016	Nov 3, 2016	no	Chantilly, VA\|CHANTILLY, VA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Mar 28, 2013	Aug 12, 2016	no	FAIRFAX, VA	Previous registration
ALLIANT WEALTH ADVISORS	Former SEC adviser	Nov 9, 2012	Mar 8, 2013	no	MANASSAS, VA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 10, 2012	Oct 4, 2012	no	TYSONS CORNER, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEVEST WEALTH MANAGEMENT	AMJ FINANCIAL WEALTH MANAGEMENT LLC	Dec 1, 2023	Jan 26, 2024	56	Firm change	RIA to RIA
PEGASUS FINANCIAL GROUP LLC	SAGEVEST WEALTH MANAGEMENT	Jun 28, 2021	Jul 29, 2020	-334	Firm change after gap	RIA to RIA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	PEGASUS FINANCIAL GROUP LLC	Nov 3, 2016	Jan 27, 2017	85	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Aug 12, 2016	Sep 12, 2016	31	Firm change	Other
ALLIANT WEALTH ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Mar 8, 2013	Mar 28, 2013	20	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	ALLIANT WEALTH ADVISORS	Oct 4, 2012	Nov 9, 2012	36	Firm change	Other

Relationships

Registered with (7)

→ AMJ FINANCIAL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 26, 2024 to presentfactForm ADV
→ SAGEVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 29, 2020 to Dec 1, 2023factForm ADV
→ PEGASUS FINANCIAL GROUP LLCRegistered adviserregistration: previous registration
Jan 27, 2017 to Jun 28, 2021factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Sep 12, 2016 to Nov 3, 2016factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Mar 28, 2013 to Aug 12, 2016factForm ADV
→ ALLIANT WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 9, 2012 to Mar 8, 2013factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 10, 2012 to Oct 4, 2012factForm ADV

Dated events

Occurred
Dec 1, 2023
Advisor changed firm
Matthew Albritton left Sagevest Wealth Management for Amj Financial Wealth Management Llc (registered 2024-01-26)
Form ADVobserved 5 days ago