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AJD Wealth
AJD Wealth is an independent, fee-only advisory firm for busy families and retirees who want high-touch service rather than being another account at a large...
Overview
AJD Wealth is an independent, fee-only advisory firm for busy families and retirees who want high-touch service rather than being another account at a large firm. It provides proactive financial planning and investment management to pre-retirees and retirees. Clients can expect personalized guidance, multiple meetings each year, and a partner who prioritizes their unique goals.
General information
Firm type
RIA
Location
Country
United States
City
Cincinnati
Principals
Andrew Damcevski
CFP®
Frequently asked questions
Is any information publicly available about AJD Wealth's investment performance?
No performance data is publicly available for AJD Wealth. Single-family offices in the United States are generally exempt from public reporting requirements under the Investment Advisers Act, meaning they are not required to file Form ADV or disclose returns. This regulatory exemption supports the firm's complete operational opacity.
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