KILLINGWORTH, CTCRD 142761Latest ADV April 1, 2026
Wj Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Killingworth, CT. Its latest Form ADV filing, dated April 1, 2026, reports $203M in regulatory assets under management, 3 employees, and 684 accounts.
Assets Under Management
$203M
Employees
3
Offices
--
Total Clients
274
Primary office
KILLINGWORTH, CT
255 ROUTE 80, SUITE 201, KILLINGWORTH, CT, United States
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
201
2
HNWI
25.9%
71
3
Charitable
0.4%
1
4
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of April 1, 2026
Discretionary100.0%
$203M
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$203M
Total Accounts684
10Y AUM Change+$87M (+74.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee91:1
10Y Employee Change+1 (+50.0%)
* 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.