Wj Wealth Management, LLC
● SEC registered since 2020CRD 170181SEC# 801-119053Glendale, AZ
Reg. AUM
$261.5M
Employees
6
Accounts
918
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 $261.5 million in regulatory assets under management and employs 6 people.
Wj Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffry Reeves Jones Control | Owner | Over 75% | 2019 |
| Jeffry Reeves Jones Control | Cco | Over 75% | 2014 |
Frequently asked questions
How much does Wj Wealth Management, LLC manage?
Wj Wealth Management, LLC reports $261.5 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
| Address | 18275 North 59th Avenue, B-112, Glendale, AZ 85308 |
| Phone | 602-942-1321 |
| Fax | 602-942-1442 |
| Office hours | 8-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$261.5Mregulatory AUM
Discretionary $261.5M