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WJ FINANCIAL ADVISORS, LLC

KILLINGWORTH, CT · CRD 142761 · IAPD ↗ · wjadvisors.com · 860-663-3646

$203.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — WJ FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
May 2026 — WJ FINANCIAL ADVISORS, LLC reported RAUM up 31% ($154.9M -> $203.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — WJ FINANCIAL ADVISORS, LLC reported RAUM up 27% ($114.7M -> $145.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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