|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| WJ Interests LLC
✚
|
|
|---|---|
| CRD # | 114381 |
| SEC # | 801-61853 |
| CIK # | 0001727642 |
| AUM | $553.0 M (2025-03-24) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 281-634-9400 |
| Address | 2333 Town Center Drive Sugar Land, TX 77478-4175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| J P Morgan Chase & Co | 1.0 | |
| CBTX Inc | 0.8 | |
| Microsoft Corp | 0.6 | |
| Wal Mart Stores Inc | 0.5 | |
| International Business Machines Corp | 0.5 | |
| Texas Instruments Inc | 0.4 | |
| MicroStrategy Inc | 0.3 | |
| SPDR Gold Trust | 0.3 | |
| Broadstone Net Lease Inc | 0.3 | |
| Zions Bancorporation /UT/ | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 38.0 |
| (b) Individuals (high net worth individuals) | 187 | 408.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 32.0 |
| (h) Charitable organizations | 7 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 71.0 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 553.0 |
| By Discretionary | ||
| Discretionary | 819 | 553.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 819 | 553.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 553.0 | |
| Total | 819 | 553.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727642] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SK Wealth Management LLC
✚
|
RI | 0.6 |
|
The Ithaka Group LLC
✚
|
VA | 0.6 |
|
WEA Financial Advisors Inc
✚
|
WI | 0.6 |
|
Denver PWM LLC
✚
|
CO | 0.6 |
|
Hamilton Wealth LLC
✚
|
CA | 0.6 |
|
Autumn Glory Partners LLC
✚
|
TX | 0.6 |
|
Waterway Wealth Management LLC
✚
|
TX | 0.6 |
|
Portfolio Medics LLC
✚
|
FL | 0.6 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Financial Strategies Group Inc
✚
|
MI | 0.6 |