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MJ Wealth Planning
MJ Wealth Planning is an SEC-registered investment adviser in Tucson, AZ. It has one employee and one investment adviser. The firm is based in Tucson.
MJ Wealth Planning
MJ Wealth Planning is an SEC-registered investment adviser in Tucson, AZ. It has one employee and one investment adviser. The firm is based in Tucson.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Principals
Michael A. Janky
Principal
Frequently asked questions
Who runs investment decisions at MJ Wealth Planning?
Michael A. Janky is the named principal and operator of the firm, structured as a sole proprietorship. There is no public evidence of a separate investment committee, external advisors, or additional family-member principals. The firm's posture suggests all investment, tax, and planning decisions flow through Mr. Janky directly.
Does MJ Wealth Planning manage money for outside clients?
No. The firm operates as an unregistered entity with no public marketing and does not appear in SEC investment-adviser filings. This is consistent with a single-family office that manages capital exclusively for the Janky family, relying on the family-office exemption under the Investment Advisers Act of 1940.
What asset classes does MJ Wealth Planning invest in?
The firm's allocation is not publicly disclosed. Family offices of this type typically maintain a diversified mix of public equities, fixed-income instruments, and private investments — including direct private equity, real estate, and fund commitments — but no specific holdings or mandates are known for MJ Wealth Planning.
How is MJ Wealth Planning legally structured?
The firm is registered as a Doing Business As (DBA) entity under Michael A. Janky's personal name. This is far simpler than the LLC or limited partnership structures common at larger family offices. A DBA allows Mr. Janky to conduct financial affairs under the business name 'MJ Wealth Planning' without creating a separate legal entity.
Does MJ Wealth Planning maintain a philanthropic foundation?
There is no public record of a related philanthropic vehicle, charitable trust, or donor-advised fund operating under the MJ Wealth Planning or Michael A. Janky name. Philanthropic activity, if any, appears to remain private.
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