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WJ WEALTH MANAGEMENT
WJ WEALTH MANAGEMENT, LLC
CRD 170181 · SEC 801-119053
18275 NORTH 59TH AVENUE, B-112, GLENDALE, AZ, 85308, United States
Phone
602-942-1321
Fax
602-942-1442
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.5M
Discretionary AUM
$261.5M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 847 | $137.8M |
| High net worth individuals | 60 | $109.3M |
| Pension/profit sharing plans | 9 | $11.4M |
| Charitable organizations | 1 | $3.0M |
| Corporations/business entities | 1 | $79K |
States served
AZ, CA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD