B
$27.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2013
- Office Locations
- 2
Office Locations
3400 W. Stonegate Blvd, Suite 101 Arlington Heights IL
-- Arlington Hts. IL
About BJO Wealth Management Llc.
BJO Wealth Management is an owner-led RIA in Arlington Heights, IL providing financial planning and ongoing portfolio management for individuals focused on retirement goals. Portfolios emphasize diversified asset allocation, risk/time-horizon alignment, and disciplined rebalancing, with significant use of ETFs alongside U.S. government/agency bonds. Planning workflow includes RightCapital.
Team overview
51 AVG AGE
$27.0M AVG AUM / ADVISOR
$450.0K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum vector
Client Personas
Peak frontier
Investment Themes
Zenith foundation
Investment Vehicles
Beacon value
Services
Unison horizon Element Bridge quantum Ridge Capital catalyst
Owner & Executives
BRIAN JOSEPH OWEN
President
- CRD
- #1953836
- Ownership
- 75% or more
(762) 681-8828
oak.insight@foundationcapital.com
in linkedin.com/in/element-wave
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jake Harris Owen
--
- CRD
- #7998990
(240) 946-3935
zenith.vital@glaciercapital.com
in linkedin.com/in/fusion-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,000,000
Equity - Exchange:
29.5% U.S. Government/Agency:
32.6% Cash:
37.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,977,027,756 | 29.5% |
| U.S. Government/Agency | $2,184,783,215 | 32.6% |
| Cash | $2,539,978,033 | 37.9% |
| Total | $6,701,789,004 | 100.0% |