|
⚲
|
| Keyboard |
| WJ Interests LLC
✚
|
|
|---|---|
| CRD # | 114381 |
| SEC # | 801-61853 |
| CIK # | 0001727642 |
| AUM | 633.5 M (2026-03-20) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 281-634-9400 |
| Address | 2333 Town Center Drive Sugar Land, TX 77478-4175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.0 | ||
| SPDR Gold Trust | 0.4 | ||
| International Business Machines Corp | 0.4 | ||
| Zions Bancorporation /UT/ | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 34.5 |
| (b) Individuals (high net worth individuals) | 172 | 492.0 |
| (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 | 3 | 41.5 |
| (h) Charitable organizations | 10 | 5.0 |
| (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 | 8 | 60.5 |
| (n) Other | 0 | 0.0 |
| Total | 828 | 633.5 |
| By Discretionary | ||
| Discretionary | 828 | 633.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 828 | 633.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 633.5 | |
| Total | 828 | 633.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727642] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fischer Financial Services Inc
✚
|
PA | 636.1 M |
|
Rowland Miller Partners LLC
✚
|
GA | 635.9 M |
|
Empower Financial Advisory LLC
✚
|
CT | 635.8 M |
|
Clare Market Investments LLC
✚
|
TX | 635.1 M |
|
Central Valley Advisors LLC
✚
|
CA | 633.7 M |
|
Kickstand Ventures LLC
✚
|
NY | 633.5 M |
|
Kennedy Investment Group Inc
✚
|
NJ | 633.2 M |
|
LSY Inc
✚
|
CA | 630.7 M |
|
Stuart Investment Advisors Inc
✚
|
TX | 630.5 M |
|
Accuvest Global Advisors Inc
✚
|
UT | 630.5 M |