What departments does AMJ Financial Wealth Management have?

AMJ Financial Wealth Management has employees across 3 departments including Operations, Finance, Analytics.

What is the largest department at AMJ Financial Wealth Management?

The largest department at AMJ Financial Wealth Management is Operations with 3 employees.

Where are AMJ Financial Wealth Management employees located globally?

AMJ Financial Wealth Management has employees across 3 continents and 3 countries including Morocco, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has AMJ Financial Wealth Management's team size changed over time?

AMJ Financial Wealth Management's team has grown from approximately 14 to 17 employees based on available data.

Learn more at LeadIQ.com

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.

AMJ Financial Wealth Management Global Highlights

North America
28

United States Of America
28

Africa
1

Morocco
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

AMJ Financial Wealth Management's Leadership

B. B.
Chief Operating Officer
Mobile Phone
Email
A. B.
Certified Financial Planner ® | Managing Partner At Amj Financial Wealth Management
Mobile Phone
Email
R. B.
Director Of Operations
Mobile Phone
Email
L. A.
Portfolio Manager
Mobile Phone
Email
L. A.
Portfolio Manager
Mobile Phone
Email
L. B.
Assistant Portfolio Manager
Mobile Phone
Email
A. P.
Senior Paraplanner
Mobile Phone
Email
J. C.
Sr. Paraplanner
Mobile Phone
Email

AMJ Financial Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other

Contact profiles from AMJ Financial Wealth Management

Name

Title

Contact Info

Location

Last Update

L. E. F.
Associate Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
J. M.
Retired
Mobile Phone
Email
United StatesVirginia
Jun 24, 2026

Frequently Asked Questions

What is AMJ Financial Wealth Management known for?

AMJ Financial Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 44160 Scholar Plaza Suite 490 Leesburg, Virginia 20176 United States; you can contact the main corporate office by phone at

+1-703-466-****

. Explore AMJ Financial Wealth Management's company overview page for more information.

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

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?

AMJ Financial Wealth Management has approximately 16 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

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

Chief Operating Officer: B. B.
Certified Financial Planner ® | Managing Partner At Amj Financial Wealth Management: A. B.
Director Of Operations: R. B.
Portfolio Manager: L. A.
Portfolio Manager: L. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

AMJ Financial Wealth Management Employee Directory

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

Name search is limited — try advanced search instead