Wj Financial Advisors, LLC
Wj Financial Advisors, LLC is an SEC-registered mass-market adviser in Killingworth, CT with $203.4M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Wj Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142761, SEC 801-121886, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $203.4M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Killingworth, CT
- Employees
- 3
- Clients
- 274
- CRD
- 142761
- Ownership
- JONES, WALLACE, CLIFFORD; ELLES-JONES, JENNIFER, LEE; GIACCONE, JOSEPH, DAVID
How much AUM does Wj Financial Advisors, LLC have?
Wj Financial Advisors, LLC reported $203.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Wj Financial Advisors, LLC?
Disclosed owners and executives of Wj Financial Advisors, LLC include JONES, WALLACE, CLIFFORD, ELLES-JONES, JENNIFER, LEE, GIACCONE, JOSEPH, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.