WJ FINANCIAL ADVISORS, LLC
CRD #142761 SEC #801-121886 KILLINGWORTH, CT 860-663-3646
SEC Registered
Total AUM
$154.9M
Discretionary
$154.9M
Employees
3
Clients
51
Accounts
673
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $154.9M | $154.9M | $0 | 3 | 2 |
| Mar 2024 | $145.1M | $145.1M | $0 | 4 | 2 |
| Sep 2023 | $114.7M | $114.7M | $0 | 4 | 1 |
| Mar 2023 | $114.7M | $114.7M | $0 | 4 | 1 |
| Oct 2022 | $145.1M | $145.1M | $0 | 3 | 0 |
| Oct 2022 | $145.1M | $145.1M | $0 | 3 | 0 |
| Mar 2022 | $145.1M | $145.1M | $0 | 3 | 0 |
| Sep 2021 | $116.2M | $116.2M | $0 | 2 | 0 |
| Jul 2021 | $116.2M | $116.2M | $0 | 2 | 0 |
| Jun 2021 | $116.2M | $116.2M | $0 | 2 | 0 |
DateMar 2025
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2024
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients2
DateSep 2023
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees4
Clients1
DateOct 2022
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees2
Clients0