# BDJ Wealth Management

BDJ Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** bdj.lu

## Regulatory record

- **CRD number:** 309290
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309290

## About

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.

## 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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- [Bayesian Investment Management](https://altss.com/profile/bayesian-investment-management)
- [Triton Financial Group](https://altss.com/profile/triton-financial-group-inc)

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Last updated: 2026-08-10T23:49:37.812Z

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