WJ WEALTH MANAGEMENT, LLC
Legal name: WJ WEALTH MANAGEMENT
CRD #170181 SEC #801-119053 GLENDALE, AZ 602-942-1321
SEC Registered
Total AUM
$225.3M
Discretionary
$225.3M
Employees
6
Clients
0
Accounts
883
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $225.3M | $225.3M | $0 | 6 | 0 |
| Mar 2024 | $185M | $185M | $0 | 6 | 0 |
| Mar 2024 | $166.4M | $166.4M | $0 | 6 | 0 |
| Mar 2023 | $166.4M | $166.4M | $0 | 6 | 0 |
| Mar 2022 | $176.1M | $176.1M | $0 | 6 | 0 |
| Mar 2021 | $143.5M | $143.5M | $0 | 6 | 0 |
| Jul 2020 | $109M | $109M | $0 | 5 | 0 |
| Jul 2020 | $109M | $109M | $0 | 5 | 0 |
| Jun 2020 | $109M | $109M | $0 | 5 | 0 |
| Jun 2020 | $109M | $109M | $0 | 5 | 0 |
DateMar 2025
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0