Joshua Wright Goulding

CFA · CFP

4j Wealth Management, LLC

18 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning

4j Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

228 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$294.1M

Fee Structure

Location

1355 Beverly Rd, Suite 310, Mclean, VA, 22101

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History

Regulatory History (1)

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Customer Dispute

August 2011

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joshua is a partner at 4J Wealth Management, a registered investment advisor, dedicating full-time hours to financial planning, portfolio management, and client advice. He is also an independent insurance agent, providing fixed/traditional insurance based on client needs, dedicating minimal time to this activity.