Matthew R. Albritton

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Leesburg, VA 20176

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CRD#: 5932331

Professional summary

Matthew Ryan Albritton, AIF®, CFP®, who also goes by Matthew Ryan Albritton, is a registered financial advisor currently at AMJ FINANCIAL WEALTH MANAGEMENT LLC located in Leesburg, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Ryan Albritton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Albritton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 26, 2024 - Present

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Office #1: 44160 Scholar Plaza Suite 490, Leesburg, VA 20176

RIA

CRD#: 162878

Leesburg, VA

Past

July 29, 2020 - December 1, 2023

SAGEVEST WEALTH MANAGEMENT

RIA

CRD#: 143562

MCLEAN, VA

Past

January 27, 2017 - June 28, 2021

PEGASUS FINANCIAL GROUP LLC

RIA

CRD#: 145127

CHANTILLY, VA

Past

October 31, 2016 - November 3, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

Chantilly, VA

Past

September 12, 2016 - October 28, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

Chantilly, VA

Past

September 12, 2016 - July 22, 2020

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

March 28, 2013 - August 12, 2016

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FAIRFAX, VA

Past

March 28, 2013 - August 12, 2016

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FAIRFAX, VA

Past

November 9, 2012 - March 8, 2013

ALLIANT WEALTH ADVISORS

RIA

CRD#: 116360

PRINCE WILLIAM, VA

Past

January 10, 2012 - October 4, 2012

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

TYSONS CORNER, VA

Past

July 25, 2011 - October 4, 2012

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

TYSONS CORNER, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 162878 / SEC#: 801-113970

RIA

Registered Investment Advisory firm - (9/12/2018 Approved)

California

Registered Investment Advisory firm - (10/14/2018 Terminated)

Florida

Registered Investment Advisory firm - (9/14/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (12/14/2017 Terminated)

Maryland

Registered Investment Advisory firm - (10/12/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (9/14/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (9/14/2018 Terminated)

Virginia

Registered Investment Advisory firm - (9/14/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/22/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 162878 / SEC#: 801-113970

RIA

Registered Investment Advisory firm - (9/12/2018 Approved)

California

Registered Investment Advisory firm - (10/14/2018 Terminated)

Florida

Registered Investment Advisory firm - (9/14/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (12/14/2017 Terminated)

Maryland

Registered Investment Advisory firm - (10/12/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (9/14/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (9/14/2018 Terminated)

Virginia

Registered Investment Advisory firm - (9/14/2018 Terminated)

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Contact information

Main Address

44160 Scholar Plaza Suite 490, Leesburg, VA 20176

Mailing Address

Phone number

(703) 466-0477

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/21/2025)

WRAP FEE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,744
AUM (Assets Under Management)	$ 427,426,118

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew R. Albritton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Albritton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGEVEST WEALTH MANAGEMENT

PEGASUS FINANCIAL GROUP LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

ALLIANT WEALTH ADVISORS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

AMJ FINANCIAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2011

Series 63

Date: 8/6/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/20/2013

Series 6

Date: 7/22/2011

Current Firm

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMJ FINANCIAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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