|
⚲
|
| WJ Wealth Management LLC
✚
| |
|---|---|
| CRD # | 170181 |
| SEC # | 801-119053 |
| CIK # | 0001801674 |
| AUM | $185.0 MM (2024-03-16) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 602-942-1321 |
| Address | 18275 North 59th Avenue Glendale, AZ 85308 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 16.5 | |
| MSFT | 1,918,222.4 | 6.9 | |
| AMZN | 1,092,997.8 | 6.2 | |
| GOOG | 1,482,566.4 | 5.8 | |
| LLY | 301,789.7 | 4.3 | |
| AAPL | 2,382,844.0 | 3.4 | |
| NVO | 245,328.6 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 773 | 144.9 |
| (b) Individuals (high net worth individuals) | 38 | 19.8 |
| (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 | 11 | 0.8 |
| (h) Charitable organizations | 1 | 0.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 823 | 166.4 |
| By Discretionary | ||
| Discretionary | 823 | 166.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 823 | 166.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.4 | |
| Total | 823 | 166.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801674] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
Nuclo Wealth LLC
✚
|
TX | 0.2 |
|
Crown Oak Advisors LLC
✚
|
CA | 0.2 |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Garrison Point Advisors LLC
✚
|
CA | 0.2 |
|
Petrovic Financial Solutions LLC
✚
|
KS | 0.2 |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Forest Asset Management LLC
✚
|
IL | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |