Wj Interests, LLC
● SEC registered since 2003CRD 114381SEC# 801-61853Sugar Land, TX
Reg. AUM
$633.5M
Employees
10
Accounts
828
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 $633.5 million in regulatory assets under management and employs 10 people.
Wj Interests, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared William Jameson Control | Chief Compliance Officer, Ceo | 50-75% | 2001 |
| Jonathan Chapman | Senior Wealth Advisor | 5-10% | 2021 |
| William Orsen Jameson Control | Chairman | 25-50% | 1997 |
Frequently asked questions
How much does Wj Interests, LLC manage?
Wj Interests, LLC reports $633.5 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
| Address | 2333 Town Center Drive, Suite 100, Sugar Land, TX 77478-4175 |
| Phone | 281-634-9400 |
| Fax | 281-634-9406 |
| Office hours | 8:30a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$633.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$633.5Mregulatory AUM
Discretionary $633.5M