What departments does AJ Wealth have?

AJ Wealth has employees across 3 departments including Administrative, Finance, Support.

What is the largest department at AJ Wealth?

The largest department at AJ Wealth is Administrative with 2 employees.

Where are AJ Wealth employees located globally?

AJ Wealth has employees across 5 continents and 8 countries including Nigeria, Philippines, India, Sri Lanka, United Kingdom Of Great Britain And Northern Ireland.

How has AJ Wealth's team size changed over time?

AJ Wealth's team has remained stable from approximately 9 to 9 employees based on available data.

AJ Wealth Employee Directory

Financial ServicesNew York, United States11-50 Employees

AJ Wealth provides wealth management services through a holistic assessment of a client's finances, translating objectives into a coordinated plan that is implemented and overseen over time. The firm conducts an integrated analysis of financial life to align actions with client goals and monitors progress against those objectives. Its range of services spans asset management, income taxes, estate planning, life, property and disability insurance, cash-flow analysis, philanthropic planning, compliance, and international considerations.

Based in New York City, AJ Wealth operates as a small to mid-sized firm within the financial services industry. The firm serves ultra-high-net-worth families through family office services, reflecting its focus on complex financial needs. In July 2023, AJ Wealth merged with Cerity Partners LLC, a New York City-based advisory platform with a focus on family office services for UHNW clients.

AJ Wealth Global Highlights

North America
20

United States Of America
20

Asia
5

India
3
Philippines
1
Sri Lanka
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
France
1

Africa
1

Nigeria
1

AJ Wealth's Leadership

M. F.
Vice President Of Administrative Services
Mobile Phone
Email
C. S.
Financial Analyst
Mobile Phone
Email
R. O.
Administrative Assistant
Mobile Phone
Email
S. C.
Client Service Associate
Mobile Phone
Email

AJ Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Other

Contact profiles from AJ Wealth

Name

Title

Contact

Location

Last Update

M. F.
Vice President Of Administrative Services
Mobile Phone
Email
Oct 08, 2025
C. S.
Financial Analyst
Mobile Phone
Email
Oct 17, 2024
R. O.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2024
S. C.
Client Service Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is AJ Wealth known for?

AJ Wealth was founded in 2012 and operates in the Financial Services industry. You can contact AJ Wealth's main corporate office by phone at

+1-212-729-****

. Explore AJ Wealth's company overview page for more information.

What is AJ Wealth's most common email format?

AJ Wealth employees' email format typically follows the pattern of First@ajwealthllc.com. Trying to find reliable and up-to-date employee contact data? Find more AJ Wealth email formats with LeadIQ.

How many employees does AJ Wealth have currently?

AJ Wealth has approximately 42 employees as of July 2026. These team members are located across 4 continents, including North America, Asia and Europe.

Who are AJ Wealth's key employees and leadership?

As of July 2026, AJ Wealth's key employees include:

Vice President Of Administrative Services: M. F.
Financial Analyst: C. S.
Administrative Assistant: R. O.
Client Service Associate: S. C.

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AJ Wealth Employee Directory

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