WJ WEALTH MANAGEMENT, LLC

WJ WEALTH MANAGEMENT, LLC of GLENDALE, AZ is an SEC-registered investment adviser (CRD 170181). Regulatory assets under management: $261.5M.

Registration

• CRD: 170181
• SEC file number: 801-119053
• Type: Registered investment adviser
• Location: 18275 NORTH 59TH AVENUE, B-112, GLENDALE, AZ, 85308
• Phone: 602-942-1321
• Latest filing: 2026-03-06
• Regulatory AUM: $261.5M
• Discretionary AUM: $261.5M
• Clients: 6
• Accounts: 918

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170181 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search