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WJ INTERESTS, LLC

SUGAR LAND, TX · CRD 114381 · IAPD ↗ · wjwealth.com · 281-634-9400

$633.5MRegulatory AUM
5Advisory reps
10Employees
1Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WJ INTERESTS, LLC crossed $500M in regulatory AUM ($483.8M -> $553.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.