This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital pathway
- Established Date
- 06-01-2012
- Office Locations
- 1
Office Locations
About AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management is a Virginia-based fiduciary advisory firm providing holistic, customized wealth planning and ongoing portfolio oversight. Services include financial planning, retirement and income planning, estate and insurance planning, and risk management, with an emphasis on tax-efficient, ETF-oriented portfolios and tax-loss harvesting. The team includes CFP and CPA professionals and follows a relationship roadmap (articulate–analyze–allocate–assess) with benchmarking; custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANGELA MULLIS BENDER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5208180
- Ownership
- 50% but less than 75%
BRETT DOUGLAS BENDER
Chief Financial Officer, Chief Operating Officer
- CRD
- #6044801
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Matthew Albritton
Paraplanner
- CRD
- #5932331
ASHLEY LAKEN BARBER
Founder
- CRD
- #6670800
Oak peak
Horizon radial
- CRD
- #14945
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,821,476 | $258,766 |
| Non-Discretionary | $0 | -- |
| Total | $481,821,476 | $258,766 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $481,821,476
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,439,986,998 | 42.0% |
| Public Funds | $332,568,426 | 9.7% |
| Cash | $1,655,985,048 | 48.3% |
| Total | $3,428,540,472 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR ATLAS UNISON | ELEMENT INSIGHT | MFL0M4XHR | PVVOR | 11.67% | $37,917,953 |
| CREST CATALYST MERIDIAN | FRONTIER INSIGHT | A97JWGCTS | CRW | 3.39% | $54,769,585 |
| CAPITAL FOCUS | CAPITAL VITAL | IOCTM5BXH | OCIS | 3.16% | $83,736,643 |
| VALUE PIONEER UNISON | LEGACY BRIDGE | MDM8A5N3C | NFA | 11.13% | $111,899,154 |
| VECTOR RIDGE | BRIDGE DELTA | IK7J9MUWX | APXM | 3.37% | $83,833,518 |
| FOCUS EAGLE PEAK | HORIZON OAK | WCZNVV4SK | KGRGH | 5.76% | $101,639,469 |
| PEAK SUMMIT QUANTUM | ELEMENT HARBOR | AD8H72V1U | MOB | 1.97% | $80,624,932 |
| FRONTIER CREST | MERIDIAN MATRIX | I8CWSVZRA | KWAN | 4.13% | $9,687,383 |