RIA Intelligence

WJ INVESTMENTS, LLC

Legal name: USDR INVESTMENT MANAGEMENT

CRD #157472 SEC #801-79402 RENO, NV 7757379999
SEC Registered Private Funds
Total AUM
$30.8M
Discretionary
$30.8M
Employees
3
Clients
--
Accounts
8

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 31, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
BAY RIDGE, LLCDEMEMBERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
JONES, NATHAN, ELWINICEO, CIO & MANAGERC Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control
MUELLER, WENDY, JANE VARNUMICFO, CHIEF COMPLIANCE OFFICER & MANAGERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCD Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCD Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCD Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCD Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCD Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCD Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCC Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCC Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCC Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCC Control
WALTERS, ALEXANDRIA, GIBAY RIDGE, LLCC Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCC Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCC Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCC Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCC Control
WALTERS, MATTHEW, AIBAY RIDGE, LLCC Control
Walters, James, PhilipIBAY RIDGE, LLCC Control
Walters, James, PhilipIBAY RIDGE, LLCC Control
Walters, James, PhilipIBAY RIDGE, LLCC Control
Walters, James, PhilipIBAY RIDGE, LLCC Control
Walters, James, PhilipIBAY RIDGE, LLCC Control

Registrations

Federal

IA
Oct 31, 2019 REGISTERED

Notice Filings (3)

CA NV NY

Address

527 LANDER STREET
RENO, NV 89509
United States
Phone: 7757379999