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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Phuong Luong

Advisor at JUST WEALTH LLC

PITTSFIELD, MA

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Search this name across graphsid dfx:ria:abf4f905-b5f6-4c29-d21f-5ec2061bd756

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 11, 2017 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: JUST WEALTH LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Aug 31, 2016
First registration: Jul 11, 2017
Dual registered: no
IAPD individual key: 6815665

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
JUST WEALTH LLC	State registered	May 4, 2023	n/a	yes	PITTSFIELD, MA	Current employment
SALTBOX FINANCIAL LLC	Independent wealth	May 19, 2021	Feb 16, 2024	no	Greensboro, NC\|PORTSMOUTH, NH\|Cambridge, MA	Previous registration
ADASINA SOCIAL CAPITAL	Asset manager	Feb 7, 2020	Jul 30, 2021	no	BERKELEY, CA	Previous registration
JUST WEALTH	n/a	Jul 11, 2017	Jun 18, 2021	no	SAN FRANCISCO, CA\|Cambridge, MA\|Greensboro, NC	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
SALTBOX FINANCIAL LLC	JUST WEALTH LLC	Feb 16, 2024	May 4, 2023	-288	Firm change after gap	RIA to state RIA
ADASINA SOCIAL CAPITAL	SALTBOX FINANCIAL LLC	Jul 30, 2021	May 19, 2021	-72	Firm change after gap	RIA to RIA
JUST WEALTH	ADASINA SOCIAL CAPITAL	Jun 18, 2021	Feb 7, 2020	-497	Firm change after gap	Other

Relationships

Registered with (4)

→ JUST WEALTH LLCRegistered adviserregistration: current employment
May 4, 2023 to presentfactForm ADV
→ SALTBOX FINANCIAL LLCRegistered adviserregistration: previous registration
May 19, 2021 to Feb 16, 2024factForm ADV
→ ADASINA SOCIAL CAPITALRegistered adviserregistration: previous registration
Feb 7, 2020 to Jul 30, 2021factForm ADV
→ JUST WEALTHRegistered adviserregistration: previous registration
Jul 11, 2017 to Jun 18, 2021factForm ADV

Dated events

Occurred
Feb 16, 2024
Advisor changed firm
Phuong Luong left Saltbox Financial Llc for Just Wealth Llc (registered 2023-05-04)
Form ADVobserved 6 days ago