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Djm Wealth Strategies, LLC (Scottsdale)


Djm Wealth Strategies, LLC is a large advisory firm based in Scottsdale. It manages $41.22 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Arizona.

Djm Wealth Strategies provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Djm Wealth Strategies: assets under management

The assets under management (AUM) of Djm Wealth Strategies, LLC is $41.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.02 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Djm Wealth Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Djm Wealth Strategies, LLC performs its advisory services is located at 10751 N. Frank Lloyd Wright, Scottsdale, AZ 85259, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-250-2603 or by fax 480-383-6195. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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