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WJ FINANCIAL ADVISORS, LLC
CRD 142761 · SEC 801-121886
255 ROUTE 80, SUITE 201, KILLINGWORTH, CT, 06419, United States
Phone
860-663-3646
Fax
860-452-4637
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$203.4M
Discretionary AUM
$203.4M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $56.4M |
| High net worth individuals | 71 | $145.0M |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 1 | $484K |
States served
MD, MA, NY, PA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD