AJ Wealth Information
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AJ Wealth
Summary
AJ Wealth is a comprehensive wealth management company. We believe that thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. W...Show more
Organization Website | ajwealthllc.com |
Social Links |   |
Phone Number | 212-729-7750 |
Industries | |
Headquarters Location | 28 Liberty Street, New York, 10005 US |
Employees Size | 10-50 employees |
Specialties | Asset management | Income taxes | Estate planning | Life, property & disability insurance | Cash flows | Philanthropic planning | Compliance | International assistance |
Founded | 2012 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at AJ Wealth shows a diverse range of experience levels:
4% for 1–2 years25% for 3–4 years21% for 5–7 years29% for 8–10 years21% have over 11 years of service at AJ WealthDiscover More
Contact top employees from
AJ Wealth
Andrea Zilli
Chief Investment Officer
Bernadette Zatta
Tax Manager
Lydia Rooth
Junior Financial Analyst
Eva Quintano
Bill Pay Specialist
Ajaykumar Jariwala
AMFI Registered Mutual Fund Distributor
Bethany LeClair
Financial Analyst
Michael Bulmer
Financial Analyst
Justine Kuzniar
Chief Financial Officer
Madhav Malvawala
Business Development Executive
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FAQ
AJ Wealth operates in the Finance industries. More details can be found on the official website: ajwealthllc.com.
The headquarters of AJ Wealth are located in New York, United States.
You can contact AJ Wealth by phone at 212-729-7750.
AJ Wealth currently employs 10-50 people.
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