Wj Interests, LLC
Wj Interests, LLC is an SEC-registered wealth manager in Sugar Land, TX with $633.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Wj Interests, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114381, SEC 801-61853, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $633.5M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Sugar Land, TX
- Employees
- 10
- Clients
- 254
- CRD
- 114381
- Ownership
- JAMESON, JARED, WILLIAM; JAMESON, WILLIAM, ORSEN; CHAPMAN, JONATHAN
How much AUM does Wj Interests, LLC have?
Wj Interests, LLC reported $633.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Wj Interests, LLC?
Disclosed owners and executives of Wj Interests, LLC include JAMESON, JARED, WILLIAM, JAMESON, WILLIAM, ORSEN, CHAPMAN, JONATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.