WJ WEALTH MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$262M

Discretionary

$262M

100% of AUM

Avg account

$285K

Accounts

918

Employees

Advisory reps

Firm details

Headquarters: GLENDALE, Arizona
CRD number: 170181
Registered since: July 28, 2020
Website: www.wjwealthmanagement.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: Individuals52.69%
HNWI41.79%
Pension & Profit Sharing Plans4.35%
Charitable Organizations1.14%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

WJ Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and acting as a manager-of-managers through selection of other advisers. The firm charges fees as a percentage of assets under management and also operates as a registered representative of a broker-dealer and as an insurance broker, which supports placement of brokerage and insurance solutions alongside advisory services. WJ Wealth Management identifies itself as a capital allocator and does not report active ESG investing.