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MA

Matthew Albritton

AMJ FINANCIAL WEALTH MANAGEMENT
Leesburg, VA 20176
Some features on this profile are disabled
CRD#: 5932331
MA

Professional summary

Matthew 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew 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

BD
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

BD
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.

BD
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".
AF
AMJ FINANCIAL WEALTH MANAGEMENT LLC
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)

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/17/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/6/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/22/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
AMJ FINANCIAL WEALTH MANAGEMENT LLC
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
18

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,744
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.

Company Information

AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 162878Leesburg, VA 20176

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