Updated:Jun 3, 2026

BJO Wealth Management

BJO Wealth Management is a registered investment advisor with no public disclosure of principals, AUM, or investment strategy.

BJO Wealth Management

BJO Wealth Management LLC is an SEC-registered investment adviser. The firm manages $27 million in regulatory assets, $23 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

—

City

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Corporate office

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Who runs investment decisions at BJO Wealth Management?

No named principals or investment professionals are publicly associated with BJO Wealth Management as of 2026. The firm has not disclosed its leadership through a public website, SEC filings, or press announcements.

What is the firm's investment strategy?

BJO Wealth Management's investment strategy is not publicly described. The firm's name suggests a focus on wealth management, but no specific asset classes, sectors, or deal structures have been disclosed.

Is BJO Wealth Management a single-family office or a multi-family office?

The firm's classification is unclear. It is registered as a limited liability company and appears to operate as a registered investment advisor, but no information confirms whether it serves one family or multiple clients.

How large is BJO Wealth Management's asset base?

No AUM figure has been published by the firm or reported in any external source. The firm's scale cannot be estimated from available data.

Does BJO Wealth Management invest directly in companies or funds?

There is no public record of direct investments or fund commitments by BJO Wealth Management. Its current investment activities, if any, are not disclosed.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.