WJ FINANCIAL ADVISORS, LLC

WJ FINANCIAL ADVISORS, LLC of KILLINGWORTH, CT is an SEC-registered investment adviser (CRD 142761). Regulatory assets under management: $203.4M.

Registration

• CRD: 142761
• SEC file number: 801-121886
• Type: Registered investment adviser
• Location: 255 ROUTE 80, SUITE 201, KILLINGWORTH, CT, 06419
• Phone: 860-663-3646
• Latest filing: 2026-04-01
• Regulatory AUM: $203.4M
• Discretionary AUM: $203.4M
• Clients: 3
• Accounts: 684

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142761 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search