WJ Wealth Management
Firm details
- Headquarters
- Glendale, Arizona
- CRD number
- 170181
- Registered since
- July 28, 2020
- Website
- www.wjwealthmanagement.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.69%
- HNWI41.79%
- Pension & Profit Sharing Plans4.35%
- Charitable Organizations1.14%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
WJ Wealth Management is an independent, privately held LLC that acts as a fee-based wealth manager and capital allocator. The firm is registered with the SEC (registration year 2020) and serves both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. WJ Wealth also conducts business as a registered representative of a broker‑dealer and as an insurance broker, and it charges fees based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities90%
- US Government Bonds3%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$262M in ETFs
39%
$102M
47%
$160M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $21.2M | 420,142 | 8.07% |
Location
Glendale, AZ
Maricopa
Location
Glendale, AZ
Headquartered in Glendale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 18275 N 59th Ave
- Time zone
- MT (UTC-7)
- Office locations
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