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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (7)
CT FL MA MD NH NY PA
Address
255 ROUTE 80SUITE 201
KILLINGWORTH, CT 06419
United States
Phone: 860-663-3646