Matthew
Albritton

Amj Financial Wealth Management LLC

CRD#5932331
Investment Advisor
in Leesburg, VA

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About this Advisor

Matthew Albritton is a financial advisor based in Leesburg, Virginia, working with Amj Financial Wealth Management LLC. Matthew has previously held positions at Clarion Wealth Management Partners, Unitedplanners Financial Services Of America, Pegasus Financial Group, Sagevest Wealth Management, and Amj Financial Wealth Management LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Matthew is part of Amj Financial Wealth Management LLC, which operates out of Leesburg, Virginia. The firm has 17 employees and manages assets totaling $334.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Amj Financial Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

44160 Scholar Plaza Suite 490
Leesburg, VA 20176

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Amj Financial Wealth Management LLC Brokerage Details

Total Assets Under Management

$334,599,266

VA Average: $1,835,309,194
Total Number of Employees

17

VA Average: 32
Total Number of Accounts

1,587

VA Average: 1,458
Average Account Size

$210,838

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Albritton Work History

2024 - Present (1 year)

Amj Financial Wealth Management LLC

2020 - 2023 (3 years)

Sagevest Wealth Management

2016 - 2020 (4 years)

Unitedplanners Financial Services Of America

2016 - 2020 (4 years)

Pegasus Financial Group

2013 - 2016 (3 years)

Clarion Wealth Management Partners

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Disclosures

Please visit the SEC profile of Matthew Albritton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Amj Financial Wealth Management LLC

Kevin Brown
Leesburg, VA
Luke Jackson
Leesburg, VA
Austin Catania
Leesburg, VA
Caroline Ludwick
Leesburg, VA
Luke Estep
Leesburg, VA
Patrick Tessier
Leesburg, VA
Fridtjov Markussen
Leesburg, VA
Tucker Holt
Leesburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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