Overview
Assets Under Management: $484 million
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 187
Average Client Assets: $2 million
Frequently Asked Questions
WJ INTERESTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114381), WJ INTERESTS, LLC is subject to fiduciary duty under federal law.
WJ INTERESTS, LLC is headquartered in SUGAR LAND, TX.
WJ INTERESTS, LLC serves 187 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, WJ INTERESTS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WJ INTERESTS, LLC manages $484 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, WJ INTERESTS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 810
Discretionary Accounts: 810
Regulatory Filings
CRD Number: 114381
Last Filing Date: 2024-03-21 00:00:00
Website: https://wjwealth.com