Bank / Wealth / Trust

Updated:

EJM Wealth Management

EJM Wealth Management is a wealth manager based in Tampa, US. The firm manages approximately $150 million in assets, primarily serving clients in North America.

EJM Wealth Management logo

EJM Wealth Management

EJM Wealth Management is a wealth manager based in Tampa, US. The firm manages approximately $150 million in assets, primarily serving clients in North America.

General information

Firm type

Bank / Wealth / Trust

Year founded

2002

Location

Region

North America

Country

United States

City

Tampa

Corporate office

Tampa, FL, United States

Sector focus

Private CreditSecondaries & Special Situations

Frequently asked questions

What is EJM Wealth Management?

EJM Wealth Management is a bank / wealth / trust headquartered in Tampa, United States.

When was EJM Wealth Management founded?

EJM Wealth Management was founded in 2002.

Where is EJM Wealth Management headquartered?

EJM Wealth Management is headquartered in Tampa, United States, in the North America region.

What does Altss track for EJM Wealth Management?

Altss maintains an OSINT-verified profile of EJM Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is EJM Wealth Management's website?

EJM Wealth Management's public website is ejmwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is EJM Wealth Management?

EJM Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on EJM Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was EJM Wealth Management's Altss profile last updated?

EJM Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

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

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