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BDJ Wealth Management
BDJ Wealth Management LLC is a state-registered investment adviser in Plano, TX. The firm manages approximately $32 million in regulatory assets.
BDJ Wealth Management
BDJ Wealth Management LLC is a state-registered investment adviser in Plano, TX. The firm manages approximately $32 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Does BDJ Wealth Management invest in fund commitments or only direct deals?
BDJ participates in both fund commitments and direct co-investments. The firm targets private equity funds and real estate partnerships, alongside direct stakes in operating companies. This dual approach allows for diversified exposure with varying liquidity profiles.
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