AMJ Financial Wealth Management logo

AMJ Financial Wealth Management Employee Directory

Financial ServicesVirginia, United States11-50 Employees

AMJ Financial Wealth Management operates in the financial services sector, providing integrated personal and business financial planning. The firm emphasizes understanding clients’ individualized definitions of success and tailoring plans that guide them toward their financial goals, with ongoing monitoring to ensure alignment. Based in Leesburg, Virginia, the company emphasizes independent financial planning through its advisory services, while securities are offered through a affiliated broker-dealer, with a clear distinction that AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC. The organization positions itself around comprehensive wealth planning and relationship-based service, aiming to support clients in achieving financial outcomes that reflect their unique circumstances.

Find AMJ Financial Wealth Management employees' phone numbers or email addresses

AMJ Financial Wealth Management Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Africa
1

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  • Morocco
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

AMJ Financial Wealth Management's Leadership

  • Stylized image of a person
    L. A.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    L. B.
    Assistant Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. M.
    Vice Cutter
    Phone icon
  • Stylized image of a person
    L. E. F.
    Associate Wealth Advisor
    Phone icon

AMJ Financial Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from AMJ Financial Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. A.
    Portfolio Manager
    Phone icon
    Oct 06, 2025
  • Stylized image of a person
    L. B.
    Assistant Portfolio Manager
    Phone icon
    Jun 05, 2024
  • Stylized image of a person
    J. M.
    Vice Cutter
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. E. F.
    Associate Wealth Advisor
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is AMJ Financial Wealth Management known for?

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AMJ Financial Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore AMJ Financial Wealth Management's company overview page for more information.

What is AMJ Financial Wealth Management's most common email format?

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AMJ Financial Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AMJ Financial Wealth Management email formats with LeadIQ.

How many employees does AMJ Financial Wealth Management have currently?

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AMJ Financial Wealth Management has approximately 17 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are AMJ Financial Wealth Management's key employees and leadership?

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As of August 2026, AMJ Financial Wealth Management's key employees include:

  • Portfolio Manager: L. A.
  • Assistant Portfolio Manager: L. B.
  • Vice Cutter: J. M.
  • Associate Wealth Advisor: L. E. F.

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