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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| WJ Wealth Management LLC
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|---|---|
| CRD # | 170181 |
| SEC # | 801-119053 |
| CIK # | 0001801674 |
| AUM | $225.3 M (2025-03-31) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 602-942-1321 |
| Address | 18275 North 59th Avenue Glendale, AZ 85308 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.1 | ||
| ETFS Precious Metals Basket Trust | 6.9 | ||
| Amazon Com Inc | 4.8 | ||
| Microsoft Corp | 4.0 | ||
| Alphabet Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 793 | 140.3 |
| (b) Individuals (high net worth individuals) | 70 | 75.6 |
| (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 | 18 | 7.0 |
| (h) Charitable organizations | 1 | 2.2 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 883 | 225.3 |
| By Discretionary | ||
| Discretionary | 883 | 225.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 883 | 225.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.3 | |
| Total | 883 | 225.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801674] |
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|---|---|---|
|
Efinancial Alliance LLC
✚
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TN | 0.2 |
|
Magnolia Private Wealth LLC
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PA | 0.2 |
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Pan Global Advisers LLC
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CA | 0.2 |
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Waterstone Financial Advisory LLC
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FL | 0.2 |
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JW Korth & Company Limited Partnership
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|
MI | 0.2 |
|
Malvern Capital Management LLC
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PA | 0.2 |
|
Tassel Capital Management Inc
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NC | 0.2 |
|
Securities Capital Partners Management Company LLC
✚
|
NC | 0.2 |
|
Intercam Advisors Inc
✚
|
FL | 0.2 |
|
Robbins Farley LLC
✚
|
NH | 0.2 |