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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 21, 2025 and January 13, 2026, reported AUM increased 4.8%, from $42.0M to $44.0M.
Across 5 reported observations, AUM decreased 69.9% between February 2, 2022 and January 13, 2026, from $146.0M to $44.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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- Investment Vehicles
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Owner & Executives
JASON ANDREW GINSBURG
Chief Compliance Officer, Managing Member
- CRD
- #3059319
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
DJ Wealth Systems, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.