Wj Wealth Management
Wj Wealth Management is an SEC-registered mass-market adviser in Glendale, AZ with $261.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wj Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170181, SEC 801-119053, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $261.5M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Glendale, AZ
- Employees
- 6
- Clients
- 918
- CRD
- 170181
- Ownership
- JONES, JEFFRY, REEVES; WILSON, ROGER, LYNN
How much AUM does Wj Wealth Management have?
Wj Wealth Management reported $261.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Wj Wealth Management?
Disclosed owners and executives of Wj Wealth Management include JONES, JEFFRY, REEVES, WILSON, ROGER, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.