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Joshua Wright Goulding

4J WEALTH MANAGEMENT, LLC·ALEXANDRIA, Virginia
Unclaimed Profile
320 KING ST., ALEXANDRIA, VA 22314CRD# 5349401Firm CRD# 297268
01

About

Joshua Wright Goulding is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with 4J WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
4J WEALTH MANAGEMENT, LLC
4J WEALTH MANAGEMENT, LLC
AUM
$245M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5349401
Firm CRD# 297268
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Wright Goulding offer?
Joshua Wright Goulding specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Joshua Wright Goulding's credentials?
Joshua Wright Goulding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Wright Goulding located?
Joshua Wright Goulding is based in ALEXANDRIA, Virginia, working with 4J WEALTH MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Joshua Wright Goulding charge for services?
Joshua Wright Goulding's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 4J WEALTH MANAGEMENT, LLC?
4J WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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