BJO Wealth Management

Financial Services • Arlington Heights, Illinois, United States • 1-10 Employees

Company overview

Headquarters	3400 W Stonegate Blvd, Suite 101, Arlington Heights, Illinois 60005, US
Website	bjowealthmanagement.com
NAICS	52
SIC	736
Keywords	Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management
Founded	2013
Employees	1-10

Key Contact at BJO Wealth Management

Brian J. Owen

President

About BJO Wealth Management

BJO Wealth Management LLC. is a Registered Investment Advisory Firm established in 2013. I started the firm because I didn't think my clients' needs were being met by the big financial firms. As a Registered Investment Advisor, I have a fiduciary responsibility to my clients. That means your needs always come first. We offer conflict free, transparent and unbiased advice. At BJO Wealth Management, we build a partnership with our clients. We work with you to create an investment plan that is designed to meet your objectives and time horizon, implement that plan, and monitor it ongoing. As things change in your life, we will update your plan so you stay on track. I have been working in the Financial Service Industry for over 25 years and have been through all types of markets. I have an undergraduate Degree in Finance and earned an MBA with Honors in Investment Management from DePaul University Kellstadt Graduate School of Business. I have a designation of AAMS® Accredited Asset Management Specialist from the College of Financial Planning.

BJO Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

BJO Wealth Management has never raised funding before.

Frequently asked questions

BJO Wealth Management is located in Arlington Heights, Illinois, US.

BJO Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

BJO Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at BJO Wealth Management

Brian J. Owen

President

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