|
⚲
|
| WJ Interests LLC
✚
| |
|---|---|
| CRD # | 114381 |
| SEC # | 801-61853 |
| CIK # | 0001727642 |
| AUM | $483.8 MM (2024-03-21) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 281-634-9400 |
| Address | 2333 Town Center Drive Sugar Land, TX 77478-4175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 340,169.2 | 0.7 | |
| MSFT | 1,918,222.4 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 33.2 |
| (b) Individuals (high net worth individuals) | 171 | 348.8 |
| (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 | 18.5 |
| (h) Charitable organizations | 7 | 3.9 |
| (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 | 9 | 79.5 |
| (n) Other | 0 | 0.0 |
| Total | 810 | 483.8 |
| By Discretionary | ||
| Discretionary | 810 | 483.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 810 | 483.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.8 | |
| Total | 810 | 483.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001727642] |
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|---|---|---|
|
Garrison Point Capital LLC
✚
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CA | 0.5 |
|
TLWM LLC
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TX | 0.5 |
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Hudson Capital Management LLC
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Cyrus J Lawrence LLC
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NY | 0.5 |
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Highmark Wealth Management LLC
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MN | 0.5 |
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Timber Creek Capital Management LLC
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MA | 0.5 |
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TN | 0.5 |
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Wells Trecaso Financial Group LLC
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OH | 0.5 |
|
Apollon Financial LLC
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SC | 0.5 |
|
WR Wealth Planners LLC
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MO | 0.5 |