Overview
Assets Under Management: $484 million
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 187
Average Client Assets: $2 million
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