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Wj Wealth Management, LLC

● SEC registered since 2020CRD 170181SEC# 801-119053Glendale, AZ
Export (members)
Reg. AUM
$225.3M
Employees
6
Accounts
883
Location
Glendale, AZ

Wj Wealth Management, LLC assets under management

Wj Wealth Management, LLC is an investment advisory firm registered with the SEC based in Glendale, AZ. The firm has been registered since 2020. It reports $225.3 million in regulatory assets under management and employs 6 people.

Wj Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffry Reeves Jones ControlCcoOver 75%2014
Jeffry Reeves Jones ControlOwnerOver 75%2019

Frequently asked questions

How much does Wj Wealth Management, LLC manage?

Wj Wealth Management, LLC reports $225.3 million in regulatory assets under management on its Form ADV.

How many employees does Wj Wealth Management, LLC have?

Wj Wealth Management, LLC reports 6 employees.

Where is Wj Wealth Management, LLC located?

Wj Wealth Management, LLC is based in Glendale, AZ and has been SEC-registered since 2020.

Does Wj Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address18275 North 59th Avenue, B-112, Glendale, AZ 85308
Phone602-942-1321
Fax602-942-1442
Office hours5-Aug
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.3M
Non-discretionary$0
Total (RAUM)$225.3M