Matthew Albritton

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2020
  Unitedplanners Financial Services Of America
  Scottsdale, AZ
• 09/2016 → 07/2020
  Pegasus Financial Group
  Chantilly, VA
• 07/2020 → 12/2023
  Sagevest Wealth Management
  Mclean, VA
• 01/2024 → Present
  Amj Financial Wealth Management Llc
  Leesburg, VA

Previous Registrations

• 2020-07-29 → 2023-12-01
  Sagevest Wealth Management
  Mclean, VA
• 2017-01-27 → 2021-06-28
  Pegasus Financial Group Llc
  Chantilly, VA
• 2016-09-12 → 2016-11-03
  United Planners' Financial Services Of America A Limited Partner
  Chantilly, VA
  Chantilly, VA
• 2013-03-28 → 2016-08-12
  Commonwealth Financial Network
  Fairfax, VA
• 2012-11-09 → 2013-03-08
  Alliant Wealth Advisors
  Manassas, VA
• 2012-01-10 → 2012-10-04
  Voya Financial Advisors, Inc.
  Tysons Corner, VA

Other Businesses

1. INSURANCE AGENT. NON-INVESTMENT RELATED. CHATILLY, VA. LIFE-INSURANCE SALES. AGENT. 2 HOURS/MONTH NON-SECURITIES TRADING. 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-17
• S63 Uniform Securities Agent State Law Examination
  2011-08-06

Designations

• Certified Financial Planner

Other Names

• Matthew Ryan Albritton