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WJ WEALTH MANAGEMENT
18275 North 59th Avenue
B-112
Glendale, Arizona 85308
Tel: 602-942-1321
About WJ WEALTH MANAGEMENT
WJ WEALTH MANAGEMENT, formally registered with the SEC as WJ WEALTH MANAGEMENT. The firm was established in 07/28/2020. They have over 2 offices throughout the country.
WJ WEALTH MANAGEMENT is a Glendale, Arizona based Financial Planning firm with nearly $184,979,489 assets under management, offering retirement planning & investment advisory services to 801 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170181 |
| SEC# | 801-119053 |
| Assets Managed by Firm | $184,979,489 |
| No. of Clients | 801 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 801 | $184,979,489 |
| Individuals (other than high net worth individuals) | 719 | $125,903,145 |
| High net worth individuals | 62 | $52,409,752 |
| Pension and profit sharing plans | 18 | $5,221,024 |
| Charitable organizations | 1 | $1,445,568 |
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