Aljz Consulting provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Aljz Consulting reports 207 clients. They include 159 individual clients and 48 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $117M across 549 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 35% |
| High-net-worth individuals | 23% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $40.6M | 34.8% | $255K |
| High-net-worth individuals | 48 | $76.2M | 65.2% | $1.59M |
| Total | 207 | $117M | 100% | $564K |
- Clients
- 159
- Regulatory AUM
- $40.6M
- AUM share
- 34.8%
- Avg. per client
- $255K
- Clients
- 48
- Regulatory AUM
- $76.2M
- AUM share
- 65.2%
- Avg. per client
- $1.59M
Total
- Clients
- 207
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- $564K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Aljz Consulting is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Consulting
- ERISA plan consulting is individually negotiated for each plan sponsor, with fees varying by scope of services and assets managed.
- Financial Planning and Consulting
- Financial planning and consulting services are offered for a fixed engagement fee from $5,000 to $50,000, or an ongoing annual retainer from $1,200 to $4,800.
Adam Schwartz owns 75% or more of Aljz Consulting. It has 3 employees, 2 of them in advisory roles.
Leadership
- Adam SchwartzManaging Member and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Aljz Consulting, LLC
Adam Schwartz
Control person · since August 2024
Besides its headquarters, Aljz Consulting has 1 office, with 2 listed addresses in 1 state.
Illinois · 1 listed address
- 1801 S Meyers RD., Oakbrook Terrace
Contact and registration details
- Legal name
- Aljz Consulting, LLC
- Headquarters
- Not reported
- Website
- mgfsprivatewealth.com
- Phone
- 312-758-3997
- SEC file
- 801-135933
- Structure
- Florida LLC
- Fiscal year end
- December
Aljz Consulting’s named custodian for separately managed accounts is Assetmark Brokerage ($116M). Aljz Consulting has custody of client assets.
- Assetmark BrokerageAssetmark Brokerage, LLC · Concord, CA · $116M100%
At year end, Aljz Consulting’s separately managed accounts were mostly in funds (75%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds75%
- Bonds1%
- Cash3%
How many clients does Aljz Consulting have?
Aljz Consulting has 207 clients and manages $117 million for them, as of May 2026. They include 159 individual clients and 48 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Aljz Consulting offer?
Aljz Consulting provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aljz Consulting use?
Aljz Consulting’s separately managed account assets are held at Assetmark Brokerage, LLC (Concord, CA), with $116M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Aljz Consulting have?
Aljz Consulting has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aljz Consulting invest in?
At the end of its last fiscal year, Aljz Consulting’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 3% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aljz Consulting?
Aljz Consulting’s direct owner is Adam Schwartz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Aljz Consulting get paid?
Aljz Consulting is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aljz Consulting?
Its phone number is 312-758-3997. Its website is mgfsprivatewealth.com.