DSJ Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DSJ Wealth Management offers financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations and qualified employee benefit plans and their fiduciaries. Its retirement plan services include plan design and strategy, investment selection, fiduciary and compliance support, committee consultation and participant education under ERISA engagements.
The firm typically allocates client assets to independent third‑party investment managers and conducts initial and ongoing due diligence, retaining discretion to hire or terminate those Independent Managers while generally not supervising their day‑to‑day trading. When advising directly, DSJWM uses a mix of fundamental, technical and cyclical analysis and tailors recommendations to clients’ risk tolerance, time horizon and liquidity constraints.
Distinctive features disclosed in the brochure include an affiliation with a related certified public accounting firm (DSJCPA), with shared office arrangements and principal ownership that the firm identifies as a potential conflict of interest. The brochure also emphasizes institutional pension consulting and selection/referral arrangements with Independent Managers—sometimes involving compensation embedded in manager fees—and notes the firm filed for registration in 2022 and currently reports no assets under management.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $500 to $5,000 depending on scope and complexity
0.25% - 1.50% annually (varies by portfolio size, composition, services, and managers)
Fee-only: Fixed fees from $500 to $5,000 for financial planning/consulting; negotiable fixed fees for retirement plan consulting
Main office
1400 Old Country Road, Suite 310 E
Westbury NY 11590
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Bob J
PFS™, Series 63
Westbury, NY
DSJ Wealth Management LLC
Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.
Stephen J
CFA®
Westbury, NY
DSJ Wealth Management LLC
Stephen Jahelka is a CFA® charterholder with four years of industry experience. He has worked at DSJ Wealth Management LLC since 2022 and has been involved with Demasco Sena & Jahelka since 2019. Prior to that, he spent three years at KPMG. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm allocates client assets to independent third-party investment managers and offers tailored advice using fundamental, technical, and cyclical analysis.
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