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| WJ Wealth Management LLC
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|---|---|
| CRD # | 170181 |
| SEC # | 801-119053 |
| CIK # | 0001801674 |
| AUM | 261.5 M (2026-03-06) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 602-942-1321 |
| Address | 18275 North 59th Avenue Glendale, AZ 85308 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 8.5 | ||
| Nvidia Corp | 8.1 | ||
| Alphabet Inc | 2.5 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 847 | 137.8 |
| (b) Individuals (high net worth individuals) | 60 | 109.3 |
| (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 | 9 | 11.4 |
| (h) Charitable organizations | 1 | 3.0 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 918 | 261.5 |
| By Discretionary | ||
| Discretionary | 918 | 261.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 918 | 261.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.5 | |
| Total | 918 | 261.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801674] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PFC Capital Group Inc
✚
|
CA | 262.5 M |
|
Charleston Financial Advisors LLC
✚
|
SC | 262.4 M |
|
Trippon Wealth Management Group LLC
✚
|
TX | 262.3 M |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 262.0 M |
|
J Team Financial Inc
✚
|
TX | 262.0 M |
|
Tandem Wealth Advisors LLC
✚
|
AZ | 261.5 M |
|
Bullock Wealth Management Group Inc
✚
|
IN | 261.4 M |
|
Financial Designs Wealth Management LLC
✚
|
FL | 261.2 M |
|
Viawealth LLC
✚
|
KS | 260.7 M |
|
GLR Partners LLC
✚
|
MD | 260.7 M |