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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, JEFFRY, REEVES | I | CCO | E | Control |
| JONES, JEFFRY, REEVES | I | OWNER | E | Control |
| JONES, JEFFRY, REEVES | I | CCO | E | Control |
| JONES, JEFFRY, REEVES | I | OWNER | E | Control |
| JONES, JEFFRY, REEVES | I | CCO | E | Control |
| JONES, JEFFRY, REEVES | I | OWNER | E | Control |
| JONES, JEFFRY, REEVES | I | CCO | E | Control |
| JONES, JEFFRY, REEVES | I | OWNER | E | Control |
| JONES, JEFFRY, REEVES | I | CCO | E | Control |
| JONES, JEFFRY, REEVES | I | OWNER | E | Control |
| JONES, JEFFRY, REEVES | I | CCO | D | Control |
| JONES, JEFFRY, REEVES | I | CCO | D | Control |
| JONES, JEFFRY, REEVES | I | CCO | D | Control |
| JONES, JEFFRY, REEVES | I | CCO | D | Control |
| JONES, JEFFRY, REEVES | I | CCO | D | Control |
| WILSON, ROGER, LYNN | I | PRESIDENT / CEO | D | Control |
| WILSON, ROGER, LYNN | I | PRESIDENT / CEO | D | Control |
| WILSON, ROGER, LYNN | I | PRESIDENT / CEO | D | Control |
| WILSON, ROGER, LYNN | I | PRESIDENT / CEO | D | Control |
| WILSON, ROGER, LYNN | I | PRESIDENT / CEO | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
AZ CA FL NH TX
Address
18275 NORTH 59TH AVENUEB-112
GLENDALE, AZ 85308
United States
Phone: 602-942-1321