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Wealth Manager • New York, United States

DJ Wealth Systems

DJ Wealth Systems is a wealth manager based in New York, United States, founded in 2018. Verified contact details, AUM data, and investment preferences on FindLPs.

2018
Year Founded
Wealth Manager
Investor Type
New York, United States
Headquarters
About

DJ Wealth Systems

ABOUT US With over 25 years of combined experience at Goldman Sachs, our founders are experts in structuring option strategies. The flagship Yield+ portfolio overlay is an options strategy that DJ Wealth Systems manages for clients in their own separately managed accounts.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.