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- Custodian
- Fidelity/NFS ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- CapitalCatalyst
- Established Date
- 09-12-2018
- Office Locations
- 1
Office Locations
About 4J Wealth Management, LLC
4J Wealth Management is a Virginia-based RIA providing personalized financial planning and portfolio management, integrating tax, retirement, estate, and risk management. The team stress-tests plans for market and life shocks with annual updates and regular reviews to help clients avoid costly behavioral mistakes. Investment approach favors long-term, index-oriented exposure while seeking overlooked opportunities, supported by client education through classes and webinars (including AI-focused market updates).
Team overview
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Owner & Executives
JOSHUA WRIGHT GOULDING
Chief Compliance Officer, Managing Member
- CRD
- #5349401
- Ownership
- 50% but less than 75%
Jennifer Rose Hutton
Financial Consultant, Managing Member
- CRD
- #4227648
- Ownership
- 10% but less than 25%
Ridge timber
Zenith optima catalyst
- CRD
- #12450
- Ownership
- 8.9%
Showing 2 of 3 owners & executives
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Joseph William Berenato
Client Service Associate
- CRD
- #7983434
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $342,336,061 | $502,696 |
| Non-Discretionary | $5,780,777 | $5,780,777 |
| Total | $348,116,838 | $510,435 |
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Separately Managed Accounts
Total SMA Asset: $348,116,838
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $472,302,159 | 17.3% |
| Public Funds | $494,142,721 | 18.1% |
| U.S. Government/Agency | $887,272,842 | 32.5% |
| Cash | $876,352,560 | 32.1% |
| Total | $2,730,070,282 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER RIDGE | LEGACY BEACON | Q4CAEAUWC | XMZ | 10.80% | $28,061,151 |
| EMBER WAVE HORIZON | MATRIX PRIME | N3ZK8PJLG | GJE | 4.20% | $39,218,144 |
| QUANTUM VITAL CAPITAL | BEACON NORTH | TCQEMRV5L | SQDO | 3.30% | $38,768,088 |
| FRONTIER CAPITAL EMBER | MOMENTUM CAPITAL | BITJ48R5C | VTHM | 0.88% | $75,689,471 |
| GLACIER OAK | EAGLE ELEMENT | 40AS6JF5R | HHWI | 10.12% | $75,149,814 |
| VALUE DELTA | EAGLE FUSION | 97N2JRCMC | NLDW | 10.25% | $15,438,105 |
| FUSION ATLAS | PRIME CAPITAL | MSTHBRBFP | RQY | 3.76% | $22,073,005 |
| VALUE HORIZON PATHWAY | EAGLE ZENITH | JULW2YAIG | HQYJG | 12.16% | $48,114,232 |