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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2023
- Office Locations
- 1
Office Locations
About AJD Wealth
AJD Wealth Management is an independent, fee-only advisory firm in Cincinnati providing proactive financial planning and investment management for busy families, pre-retirees, and retirees (typically ages 40–75). Founder-led by CFP professional Andrew Damcevski, the firm emphasizes high-touch, boutique service with multiple meetings per year and portfolios built with ETFs and index funds.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ANDREW JORDAN DAMCEVSKI
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, Owner, President
- CRD
- #6189466
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,209,366 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,209,366 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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