WJ Consulting LLC

Overview

WJ Consulting LLC is a small, client-focused investment adviser that manages portfolios for individuals and small businesses on a fee basis tied to assets under management. The firm’s stated preference is equities, and its active management centers on exchange-traded securities. Advisory activity is limited to portfolio management for individual and family clients, and the firm does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. The ownership is individual-based and the adviser is organized as a limited liability company. Given the firm’s size and its classification as a non-capital allocator, WJ Consulting leans on externally managed vehicles and liquid public markets rather than running large, direct private capital programs. Fee billing uses a percentage-of-AUM structure consistent with its focus on ongoing discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices