Fjaka Wealth Management LLC

Fjaka Wealth Management LLC provides discretionary portfolio management, financial planning, and family-office–style advisory services to individuals and high‑net‑worth individuals on a nationwide basis, primarily delivered through virtual meetings. The firm is compensated through asset‑based advisory fees and tailors recommendations to clients’ risk tolerance, tax situation, time horizon, and liquidity needs.

The firm’s investment process blends fundamental analysis, strategic asset allocation, and active security selection across multiple asset classes, with the potential use of individual equities and options strategies. Fjaka discloses that it employs derivatives and options strategies in separately managed accounts — a capability that is relatively uncommon among similar supported firms and introduces additional leverage, volatility, and time‑decay risks that the firm addresses in its disclosures.

Fjaka is newly formed and, as of the brochure date, had not yet begun managing client assets; its principals bring prior broker‑dealer experience and a formerly held commodity/futures qualification, which may inform the firm’s approach to derivatives and trading processes. The firm maintains a written Code of Ethics, personal‑trading monitoring, and custodial fee‑deduction billing procedures, while clients retain proxy‑voting authority for securities held in their accounts.