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WJ INTERESTS, LLC
CRD 114381 · SEC 801-61853
2333 TOWN CENTER DRIVE, SUITE 100, SUGAR LAND, TX, 77478-4175, United States
Phone
281-634-9400
Fax
281-634-9406
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$633.5M
Discretionary AUM
$633.5M
Team
10 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $34.5M |
| High net worth individuals | 172 | $492.0M |
| Pension/profit sharing plans | 3 | $41.5M |
| Charitable organizations | 10 | $5.0M |
| Corporations/business entities | 8 | $60.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD