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AJ Wealth Strategies, LLC Form CRS Customer Relationship Summary March 19, 2021, AJ Wealth Strategies, LLC (AJ Wealth) is an investment adviser registered with the U.S. Securities and Exchange Commission
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AJ Wealth Strategies LLC is suitable for individuals who:
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AJ Wealth Strategies LLC is a financial services firm that provides investment advisory and wealth management services to individuals and businesses.
The filing requirements for AJ Wealth Strategies LLC depend on the state of registration and the entity's taxable income. Typically, the owners or members of the LLC are required to file.
Filing AJ Wealth Strategies LLC involves completing the appropriate forms provided by the state where the LLC is registered. This usually includes providing information about the company's ownership, management, and financial activities.
The purpose of AJ Wealth Strategies LLC is to manage and grow clients' wealth through various financial services, including investment management, financial planning, and advisory services.
Typically, AJ Wealth Strategies LLC must report information such as ownership structure, capital contributions, income, expenses, and any changes in membership or management.
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