Overview
Assets Under Management: $225 million
Headquarters: GLENDALE, AZ
High-Net-Worth Clients: 70
Average Client Assets: $1 million
Frequently Asked Questions
WJ WEALTH MANAGEMENT, 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 #170181), WJ WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WJ WEALTH MANAGEMENT, LLC is headquartered in GLENDALE, AZ.
WJ WEALTH MANAGEMENT, LLC serves 70 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, WJ WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WJ WEALTH MANAGEMENT, LLC manages $225 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, WJ WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 883
Discretionary Accounts: 883
Regulatory Filings
CRD Number: 170181
Filing ID: 1943464
Last Filing Date: 2025-03-31 08:57:00
Website: https://lpl.com