What departments does AJ Wealth have?

AJ Wealth has employees across 4 departments including Finance, Analytics, Operations, Administrative.

What is the largest department at AJ Wealth?

The largest department at AJ Wealth is Analytics with 3 employees.

Where are AJ Wealth employees located globally?

AJ Wealth has employees across 5 continents and 6 countries including Nigeria, India, Sri Lanka, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has AJ Wealth's team size changed over time?

AJ Wealth's team has decreased from approximately 9 to 8 employees based on available data.

AJ Wealth Employee Directory

Financial ServicesNew York, United States11-50 Employees

AJ Wealth provides wealth management services through a holistic assessment of a client's finances, translating objectives into a coordinated plan that is implemented and overseen over time. The firm conducts an integrated analysis of financial life to align actions with client goals and monitors progress against those objectives. Its range of services spans asset management, income taxes, estate planning, life, property and disability insurance, cash-flow analysis, philanthropic planning, compliance, and international considerations.

Based in New York City, AJ Wealth operates as a small to mid-sized firm within the financial services industry. The firm serves ultra-high-net-worth families through family office services, reflecting its focus on complex financial needs. In July 2023, AJ Wealth merged with Cerity Partners LLC, a New York City-based advisory platform with a focus on family office services for UHNW clients.

AJ Wealth Global Highlights

North America
24

United States Of America
24

Asia
2

India
1
Sri Lanka
1

Africa
1

Nigeria
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

AJ Wealth's Leadership

A. Z.
Chief Investment Officer
Mobile Phone
Email
M. F.
Vice President Of Administrative Services
Mobile Phone
Email
A. W.
Owner
Mobile Phone
Email
J. B.
Vice President
Mobile Phone
Email
L. S.
Vice President
Mobile Phone
Email
A. J.
Managing Director
Mobile Phone
Email
B. Z.
Tax Manager
Mobile Phone
Email
T. P.
Senior Financial Analyst
Mobile Phone
Email

AJ Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other
Administrative

Contact profiles from AJ Wealth

Name

Title

Contact Info

Location

Last Update

E. Q.
Bill Pay Specialist
Mobile Phone
Email
United StatesNew York
Nov 16, 2025
C. S.
Financial Analyst
Mobile Phone
Email
Oct 17, 2024
G. B.
Operations Associate
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2024
N. G.
Administrator
Mobile Phone
Email
UNITED STATES
Apr 28, 2025
R. O.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2024
S. C.
Client Service Associate
Mobile Phone
Email
Oct 23, 2024
S. R.
Business Strategy Analyst
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
S. F.
Mobile Phone
Email
UNITED STATES
Apr 10, 2023

Frequently Asked Questions

What is AJ Wealth known for?

AJ Wealth was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 28 Liberty Street Suite 2850 New York, New York 10005 United States; you can contact the main corporate office by phone at

+1-212-729-****

. Explore AJ Wealth's company overview page for more information.

What is AJ Wealth's most common email format?

AJ Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AJ Wealth email formats with LeadIQ.

How many employees does AJ Wealth have currently?

AJ Wealth has approximately 42 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are AJ Wealth's key employees and leadership?

As of February 2026, AJ Wealth's key employees include:

Chief Investment Officer: A. Z.
Vice President Of Administrative Services: M. F.
Owner: A. W.
Vice President: J. B.
Vice President: L. S.

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AJ Wealth Employee Directory

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