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Wj Interests, LLC

● SEC registered since 2003CRD 114381SEC# 801-61853Sugar Land, TX
Export (members)
Reg. AUM
$553M
Employees
10
Accounts
819
Location
Sugar Land, TX

Wj Interests, LLC assets under management

Wj Interests, LLC is an investment advisory firm registered with the SEC based in Sugar Land, TX. The firm has been registered since 2003. It reports $553 million in regulatory assets under management and employs 10 people.
www.wjwealth.comView on SEC.gov ↗

Wj Interests, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jared William Jameson ControlChief Compliance Officer, Ceo50-75%2001
Jonathan ChapmanSenior Wealth Advisor5-10%2021
William Orsen Jameson ControlChairman25-50%1997

Frequently asked questions

How much does Wj Interests, LLC manage?

Wj Interests, LLC reports $553 million in regulatory assets under management on its Form ADV.

How many employees does Wj Interests, LLC have?

Wj Interests, LLC reports 10 employees.

Where is Wj Interests, LLC located?

Wj Interests, LLC is based in Sugar Land, TX and has been SEC-registered since 2003.

Does Wj Interests, LLC disclose fund performance?

Wj Interests, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2333 Town Center Drive, Suite 100, Sugar Land, TX 77478-4175
Phone281-634-9400
Fax281-634-9406
Office hours8:30a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$553M
Non-discretionary$0
Total (RAUM)$553M