RIA Intel›Advisers›California›PJ9K ADIVISORS LLC

PJ9K ADIVISORS LLC

Advisory

MISSION VIEJO, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#4,809
of 5,480 advisers by AUM
Average account
$707K
across 10 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

REDGROVE CAPITAL LLC.
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UNITY WEALTH PARTNERS LLC
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$7M
+31.6% 1Y
FULL CIRCLE FINANCIAL PLANNING
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NEXT LEVEL WEALTH MANAGEMENT, LLC
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