WJ Wealth Management

Overview

WJ Wealth Management is an independent, SEC-registered advisory firm organized as an LLC and operating since 2020 under individual ownership. The firm serves both individual and family clients as well as institutional accounts and operates primarily on a percentage-of-AUM fee model. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. The firm is also a capital allocator, which signals an active role in directing client assets to external managers. In addition to its advisory role, WJ Wealth Management conducts business as a registered representative of a broker-dealer and as an insurance broker. Those registered/insurance activities coexist with its fee-based portfolio management and help explain the firm's use of insurance products such as annuities among its investment options. The firm does not describe itself as an active ESG investor and is not identified as a multi-state or pension consultant adviser.

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Location & Offices