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| WJ Interests LLC
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| CRD # | 114381 |
| SEC # | 801-61853 |
| CIK # | 0001727642 |
| AUM | 633.5 M (2026-03-20) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 281-634-9400 |
| Address | 2333 Town Center Drive Sugar Land, TX 77478-4175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/20/2026) [Brochure] |
|---|
FEES AND COMPENSATION
Narrative Brochure - Form ADV Part 2A
investments instead of higher-cost alternatives where we believe doing so is in a
client’s best interest.
WJ Interests does not receive any of these additional fees or charges.
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WJ Interests, LLC Page 10 March 31, 2026
PERFORMANCE-BASED FEES AND SIDE
BY SIDE MANAGEMENT
Narrative Brochure - Form ADV Part 2A
We will not, under any circumstances, charge performance-based fees.
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WJ Interests, LLC Page 11 March 31, 2026 |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/20/2026) [Brochure] |
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TYPES OF CLIENTS
Narrative Brochure - Form ADV Part 2A
Description
We provide financial planning and investment management services to:
• Individuals and families (primarily).
• Corporations and partnerships.
• Pension and profit-sharing plans.
• Trusts, estates.
• Charitable Organizations.
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WJ Interests, LLC Page 12 March 31, 2026 |
| Sector | Form 13F Holdings | Value ($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 |
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