WJ Interests, LLC
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
FINTRXOverview
WJ Interests, LLC is an independent registered investment adviser that has been SEC-registered since 2003. Structured as a limited liability company with an individual owner, the firm serves both individuals and families as well as institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. WJ Interests does not position itself as an ESG-focused investor and is not identified as a multi-state adviser. The firm was named among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities37%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Jared Jameson
CEO & PartnerCRD 4489225
Contacts
3 of 6
Nicholas Mcguire
Wealth AdvisorCRD 6973900
Brandon Arns
Portfolio ManagerCRD 6289995
Jonathan Chapman
Partner, Senior Wealth AdvisorCRD 5957550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$275M in ETFs
27%
$73.2M
58%
$202M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB) | Active | Global Allocation | $51.3M | 1,729,825 | 18.66% |
Location
Sugar Land, TX
Fort Bend
Location
Sugar Land, TX
Headquartered in Sugar Land, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Fort Bend
- Address
- 2333 Town Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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