Caroline Virginia Ludwick
Investment adviser representative at Amj Financial Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$481.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Amj Financial Wealth Management, LLCAug 2023 to now
- Fannie MaeJun 2022 to Aug 2022
- FinraMay 2021 to Aug 2021
- James Madison UniversitySep 2019 to May 2023
- Highlands Swim and Tennis ClubJun 2015 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Amj Financial Wealth Management LLC
$481.8MAssets managed
470Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7798378
- Firm CRD
- 162878