WJ Interests, LLC
Firm details
- Headquarters
- Sugar Land, Texas
- CRD number
- 114381
- Registered since
- February 28, 2003
- Website
- wjwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.66%
- Corporations / Businesses9.55%
- Pension & Profit Sharing Plans6.55%
- Individuals5.45%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
WJ Interests, LLC is an independent registered investment adviser organized as an LLC and operating under SEC registration since 2003. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Its billing methods include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. WJ Interests does not identify as an ESG-focused investor and is not structured as a pension consultant or related/advisory network. The firm was recognized by FA Magazine in 2020 on a Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities37%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Jared Jameson
CEO & PartnerCRD 4489225
Contacts
3 of 6
Jonathan Chapman
Partner, Senior Wealth AdvisorCRD 5957550
Mateo Salmeron
Associate Financial PlannerCRD 7675786
Nicholas Mcguire
Wealth AdvisorCRD 6973900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$257M in ETFs
29%
$73.3M
56%
$184M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB) | Active | Global Allocation | $52.5M | 1,705,976 | 20.40% |
Location
Sugar Land, TX
Fort Bend
Location
Sugar Land, TX
Headquartered in Sugar Land, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Fort Bend
- Address
- 2333 Town Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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