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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

HJ WEALTH MANAGEMENT LLC

CRD 139160

PLYMOUTH MEETING, PA

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Search this name across graphsid dfx:ria:fc84d762-de18-1478-e4c9-45b9319df115

Data as of Mar 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2012 to Mar 29, 2017
24 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $549MItem 5.F on the latest filing (2017-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $531M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Accounts: 1,249
SEC number: 801-67834
CRD: 139160
Filings on the tape: 24
First filed: Mar 20, 2012
Latest filed: Mar 29, 2017
Organised: Limited Liability Company, Pennsylvania

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
HELLER, JAY, L	MANAGING MEMBER	D	yes	01/2005	Mar 20, 2012	Mar 29, 2017
KOHUTE, BRIAN, TIMOTHY	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	01/2005	Mar 20, 2012	Mar 29, 2017

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 29, 2017	$549M	$531M	7	4	n/a	n/a	n/a
2015	Mar 25, 2016	$446M	$428M	8	5	n/a	n/a	n/a
2014	Mar 31, 2015	$463M	$441M	8	5	n/a	n/a	n/a
2013	Mar 25, 2014	$431M	$406M	7	4	n/a	n/a	n/a
2012	Mar 13, 2013	$352M	$325M	7	5	n/a	n/a	n/a
2011	Mar 20, 2012	$288M	$258M	n/a	n/a	n/a	n/a	n/a

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
2016	$549M	$446M	23.1%	$431M	8.4%	7	8	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIDIAN WEALTH PARTNERS, LLC	3	Dec 7, 2017	Apr 10, 2017	PLYMOUTH MEETING, PA	Firm absorbed	Other	100.0%

Relationships

Controls (2)

← HELLER, JAY, LOwnerMANAGING MEMBER, ownership code D, individual
Mar 20, 2012 to presentfactForm ADV
← KOHUTE, BRIAN, TIMOTHYOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 20, 2012 to presentfactForm ADV

Registered with (4)

← DANIEL J MCCUSKERAdvisorregistration: previous registration
Nov 20, 2014 to Dec 7, 2017factForm ADV
← BRIAN TIMOTHY KOHUTEAdvisorregistration: previous registration
Aug 4, 2009 to Dec 7, 2017factForm ADV
← HEATHER TRACEYAdvisorregistration: previous registration
Aug 30, 2012 to Dec 7, 2017factForm ADV
← TROY MOYERAdvisorregistration: previous registration
Jul 21, 2009 to Feb 4, 2017factForm ADV

Moved with (1)

→ MERIDIAN WEALTH PARTNERS, LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 7, 2017 to Apr 10, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc84d762-de18-1478-e4c9-45b9319df115
First observed: Mar 20, 2012
Last observed: Mar 29, 2017 115 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.

HJ WEALTH MANAGEMENT LLC

CRD 139160

PLYMOUTH MEETING, PA

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:fc84d762-de18-1478-e4c9-45b9319df115

Data as of Mar 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HELLER, JAY, L

MANAGING MEMBER

yes

01/2005

Mar 20, 2012

Mar 29, 2017

KOHUTE, BRIAN, TIMOTHY

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2005

Mar 20, 2012

Mar 29, 2017

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 29, 2017

$549M

$531M

n/a

2015

Mar 25, 2016

$446M

$428M

n/a

2014

Mar 31, 2015

$463M

$441M

n/a

2013

Mar 25, 2014

$431M

$406M

n/a

2012

Mar 13, 2013

$352M

$325M

n/a

2011

Mar 20, 2012

$288M

$258M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$549M

$446M

23.1%

$431M

8.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIDIAN WEALTH PARTNERS, LLC

Dec 7, 2017

Apr 10, 2017

PLYMOUTH MEETING, PA

Firm absorbed

Other

100.0%