AJ Wealth

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

28 Liberty St Ste 2850, New York City, N...

Phone Number

(212) 729-7750

Revenue

$12.4 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
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2
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2

About AJ Wealth

AJ Wealth has recently merged with Cerity Partners, enhancing the strength of both firms. The company offers brokerage account access to existing clients while also inviting prospective clients to learn more about their services. AJ Wealth has been recognized as an industry leader by Barron's, reinforcing its reputation in the financial sector. The firm aims to provide comprehensive financial solutions tailored to the needs of both current and potential clients.Explore more
AJ Wealth's Social MediaPopular SearchesAj WealthAJ Wealth ManagementAj Assets LLCAj Two Realty LLCAj Walzer LLCSIC Code 62,628NAICS Code 52,523Show more

AJ Wealth Org Chart

EH
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Founder & Chief Executive Officer

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AZ
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Chief Investment Officer

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JC
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Alternative Investment Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AJ Wealth

$12.4M
11-50
Private
-
2012
EH
Emily HikadeFounder & CEO
$5.3M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1999
KK
Kristen KnightVice President, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AJ Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AJ Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AJ Wealth.

AJ Wealth Tech Stack

A closer look at the technologies used by AJ Wealth

AJ Wealth News & Media

  • Cerity Partners Welcomes AJ Wealth

    Cerity Partners announced today it is merging with New York City-based AJ Wealth, a registered investment advisor specializing in providing family office services to ultra-high-net-worth families. NEW YORK, July 5, 2023 /PRNewswire/ -- Cerity Partners, a leading independent wealth...
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Frequently Asked Questions Regarding AJ Wealth

What is AJ Wealth's official website?
AJ Wealth's official website is www.ajwealthllc.com
What is AJ Wealth's Revenue?
AJ Wealth's revenue is $12.4 Million
What is AJ Wealth's SIC code?
AJ Wealth's SIC: 62,628
What is AJ Wealth's NAICS code?
AJ Wealth's NAICS: 52,523
How many employees does AJ Wealth have?
AJ Wealth has 11-50 employees
What industry does AJ Wealth belong to?
AJ Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is AJ Wealth competition?
AJ Wealth top competitors include: Banyan Private Wealth, Stockade Wealth Management, Osborne Advisors, Shusterman Wealth Management
What technology does AJ Wealth use?
Some of the popular technologies that AJ Wealth uses are: Joomla, reCAPTCHA, Google Universal Analytics, Cloudflare CDN
How do I contact AJ Wealth?
AJ Wealth contact info: Phone number: (212) 729-7750 Website: www.ajwealthllc.com
What does AJ Wealth do?

AJ Wealth has recently merged with Cerity Partners, enhancing the strength of both firms. The company offers brokerage account access to existing clients while also inviting prospective clients to learn more about their services. AJ Wealth has been recognized as an industry leader by Barron's, reinforcing its reputation in the financial sector. The... firm aims to provide comprehensive financial solutions tailored to the needs of both current and potential clients.Read More

What are AJ Wealth social media links?
AJ Wealth Linkedin page AJ Wealth Twitter page AJ Wealth Facebook page
Is AJ Wealth a public company?
AJ Wealth is private company therefore does not currently have an official ticker symbol
See more information about AJ Wealth

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