$44.0M Total AUM
$44.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Pathway frontier
- Established Date
- 11-29-2018
- Office Locations
- 1
Office Locations
-- NEW York NY
About DJ Wealth Systems, LLC
DJ Wealth Systems is a New York–based RIA focused on options-based portfolio overlays. Its flagship Yield+ strategy is managed in clients’ own separately managed accounts to generate incremental income while keeping their existing portfolios intact. Founded by former Goldman Sachs professionals with 25+ years of combined options-structuring experience; custody includes Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$44.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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See the complete signal summary connected to legacy.
Asset Classes
Eagle prime Quantum
Custodian
Foundation signal Vital Capital vector
Investment Themes
Eagle Vertex
Investment Vehicles
Zenith radial
Services
Legacy Beacon vertex Ember Glacier
Technology
Horizon
Owner & Executives
JASON ANDREW GINSBURG
Chief Compliance Officer, Managing Member
- CRD
- #3059319
- Ownership
- 75% or more
(659) 573-5734
catalyst.pathway@momentumcapital.com
in linkedin.com/in/optima-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,000,000 | $1,913,043 |
| Non-Discretionary | $0 | -- |
| Total | $44,000,000 | $1,913,043 |
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Separately Managed Accounts
Total SMA Asset: $44,000,000
Derivatives:
13.3% Equity - OTC:
6.1% Equity - Exchange:
23.1% Cash:
20.3% U.S. Government/Agency:
14.4% Public Funds:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $715,837,418 | 13.3% |
| Equity - OTC | $328,316,410 | 6.1% |
| Equity - Exchange | $1,243,296,568 | 23.1% |
| Cash | $1,092,593,953 | 20.3% |
| U.S. Government/Agency | $775,042,016 | 14.4% |
| Public Funds | $1,227,149,859 | 22.8% |
| Total | $5,382,236,224 | 100.0% |