|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| WJ Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 142761 |
| SEC # | 801-121886 |
| CIK # | |
| AUM | $154.9 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-663-3646 |
| Address | 255 Route 80 Killingworth, CT 06419 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 50.4 |
| (b) Individuals (high net worth individuals) | 53 | 102.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 673 | 154.9 |
| By Discretionary | ||
| Discretionary | 673 | 154.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 673 | 154.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.9 | |
| Total | 673 | 154.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.2 |
|
First Mason Financial LLC
✚
|
OH | 0.2 |
|
The Heaton Hoppes Group LLC
✚
|
IA | 0.2 |
|
Carey Consulting Wealth Management Inc
✚
|
CA | 0.2 |
|
Confidential Management Advisors Inc
✚
|
MI | 0.2 |
|
Avant Capital LLC
✚
|
LA | 0.2 |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 0.2 |
|
Bey-Douglas LLC
✚
|
GA | 0.2 |
|
Hillspring Financial Inc
✚
|
AZ | 0.2 |
|
Marathon Mission Inc
✚
|
NY | 0.2 |