WJ INTERESTS, LLC

RIASEC RegisteredEst. 2003

Total AUM

$634M

Discretionary

$634M

100% of AUM

Avg account

$765K

Accounts

828

Employees

Advisory reps

Firm details

Headquarters: SUGAR LAND, Texas
CRD number: 114381
Registered since: February 28, 2003
Website: wjwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.66%
Corporations / Businesses9.55%
Pension & Profit Sharing Plans6.55%
Individuals5.45%
Charitable Organizations0.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

WJ Interests, LLC is an independent registered investment adviser formed in 2003 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional entities. Its compensation model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an ESG-focused investor and is not organized as a multi-state or related adviser; it also does not function as a capital allocator. The firm has been recognized in industry coverage, appearing on FA Magazine’s Top RIA Firms list in 2020. Advisory activities center on traditional planning and discretionary portfolio management rather than pension consulting or family office-specific services.