Wj Interests, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sugar Land, TX. Its latest Form ADV filing, dated March 20, 2026, reports $634M in regulatory assets under management, 10 employees, and 828 accounts.
Assets Under Management
$634M
Employees
10
Offices
--
Total Clients
254
Primary office
SUGAR LAND, TX
2333 TOWN CENTER DRIVE, SUITE 100, SUGAR LAND, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
172
2
Individuals
24.0%
61
3
Charitable
3.9%
10
4
Corporations
3.1%
8
5
Pension Plans
1.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$634Mas of March 20, 2026
Discretionary100.0%
$634M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$634M
Total Accounts828
10Y AUM Change+$360M (+131.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.