Wj Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glendale, AZ. Its latest Form ADV filing, dated March 6, 2026, reports $262M in regulatory assets under management, 6 employees, 1 office, and 918 accounts.
Assets Under Management
$262M
Employees
6
Offices
1 office
Total Clients
918
Primary office
GLENDALE, AZ
18275 NORTH 59TH AVENUE, B-112, GLENDALE, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
847
2
HNWI
6.5%
60
3
Pension Plans
1.0%
9
4
Charitable
0.1%
1
5
Corporations
0.1%
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$262Mas of March 6, 2026
Discretionary100.0%
$262M
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.
Total AUM$262M
Total Accounts918
10Y AUM Change+$153M (+139.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee153:1
10Y Employee Change+1 (+20.0%)
* 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.