{
  "crd_number": 114381,
  "slug": "wj-interests-llc-sugar-land-tx-114381",
  "primary_business_name": "WJ INTERESTS, LLC",
  "legal_name": "WJ INTERESTS, LLC",
  "dbas": [],
  "city": "Sugar Land",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-02-28",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 633500000.0,
  "raum_discretionary": 633500000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5000000.0,
      "count": 10
    },
    "individuals": {
      "raum": 34500000.0,
      "count": 61
    },
    "pension_profit_sharing": {
      "raum": 41500000.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 492000000.0,
      "count": 172
    },
    "corporations_other_businesses": {
      "raum": 60500000.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/wjinterests",
    "https://plus.google.com/+WJINTERESTSLLCSUGARLAND",
    "https://wjwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114381",
  "city_as_filed": "SUGAR LAND",
  "url": "https://advisorcensus.com/firm/wj-interests-llc-sugar-land-tx-114381",
  "display_name": "WJ Interests, LLC",
  "summary": "WJ Interests, LLC is an SEC-registered investment advisory firm in Sugar Land, TX, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. WJ Interests, LLC (CRD 114381): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is WJ Interests, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), WJ Interests, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is WJ Interests, LLC located?",
      "a": "WJ Interests, LLC's principal office is in Sugar Land, TX, according to its Form ADV."
    },
    {
      "q": "Is WJ Interests, LLC registered with the SEC or a state?",
      "a": "WJ Interests, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 114381."
    },
    {
      "q": "How much does WJ Interests, LLC manage?",
      "a": "WJ Interests, LLC reports $633,500,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have WJ Interests, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for WJ Interests, LLC: Regulatory assets under management: $390,391,000 in the October 2021 data and $633,500,000 in the October 2026 data, up 62%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does WJ Interests, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (172); individuals (other than high net worth individuals) (61); charitable organizations (10)."
    },
    {
      "q": "Which custodians does WJ Interests, LLC use?",
      "a": "WJ Interests, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does WJ Interests, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114381"
    },
    {
      "q": "What changed in WJ Interests, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $553,000,000 to $633,500,000 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 390391000.0,
      "total_employees": 9,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 455302000.0,
      "total_employees": 8,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 426714000.0,
      "total_employees": 9,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 483829000.0,
      "total_employees": 9,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 553000000.0,
      "total_employees": 10,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 633500000.0,
      "total_employees": 10,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $553,000,000 to $633,500,000 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wj-interests-llc-sugar-land-tx-114381.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 34500000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 172,
      "fewer_than_5": false,
      "raum": 492000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 41500000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 60500000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114381",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}