WJ INTERESTS, LLC
CRD #114381 SEC #801-61853 SUGAR LAND, TX 281-634-9400
SEC Registered
Total AUM
$553M
Discretionary
$553M
Employees
10
Clients
101
Accounts
819
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $553M | $553M | $0 | 10 | 1 |
| Mar 2024 | $483.8M | $483.8M | $0 | 9 | 2 |
| Mar 2023 | $426.7M | $426.7M | $0 | 9 | 2 |
| Mar 2022 | $455.3M | $455.3M | $0 | 8 | 2 |
| Mar 2021 | $390.4M | $390.4M | $0 | 9 | 2 |
| Jun 2020 | $348.4M | $348.4M | $0 | 10 | 2 |
| May 2020 | $348.4M | $348.4M | $0 | 10 | 2 |
| Mar 2020 | $348.4M | $348.4M | $0 | 10 | 2 |
| Mar 2019 | $299M | $299M | $0 | 10 | 2 |
| Feb 2018 | $327M | $327M | $0 | 10 | 2 |
| Feb 2017 | $273.6M | $273.6M | $0 | 10 | 200 |
| Mar 2016 | $242M | $242M | $0 | 9 | 200 |
| Nov 2015 | $236.7M | $236.7M | $0 | 9 | 200 |
| Mar 2015 | $236.7M | $236.7M | $0 | 8 | 200 |
| Apr 2014 | $207M | $207M | $0 | 8 | 200 |
| Mar 2013 | $162M | $162M | $0 | 6 | 200 |
| Nov 2012 | $144.2M | $144.2M | $0 | 6 | 26 |
| Apr 2012 | $144.2M | $144.2M | $0 | 6 | 26 |
| Mar 2011 | $152.5M | $152.5M | $0 | 10 | -- |
| Mar 2010 | $130.7M | $130.7M | $0 | 10 | -- |
| Feb 2008 | $135.8M | $135.8M | $0 | 10 | -- |
| Jan 2007 | $117.7M | $117.7M | $0 | 5 | -- |
| Jan 2006 | $92.8M | $92.8M | $0 | 5 | -- |
| Sep 2005 | $68.3M | $68.3M | $0 | 5 | -- |
| Jan 2005 | $68.3M | $68.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$553M
Discretionary$553M
Non-Disc.$0
Employees10
Clients1
DateMar 2024
Total AUM$483.8M
Discretionary$483.8M
Non-Disc.$0
Employees9
Clients2
DateMar 2023
Total AUM$426.7M
Discretionary$426.7M
Non-Disc.$0
Employees9
Clients2
DateMar 2022
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$390.4M
Discretionary$390.4M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients2
DateMay 2020
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients2
DateMar 2020
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees10
Clients2
DateMar 2019
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees10
Clients2
DateFeb 2018
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees10
Clients2
DateFeb 2017
Total AUM$273.6M
Discretionary$273.6M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees9
Clients200
DateNov 2015
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees8
Clients200
DateApr 2014
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients200
DateNov 2012
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees5
Clients--