# WJ Interests, LLC

> 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.

- CRD: 114381
- Filed as: WJ INTERESTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sugar Land, TX
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114381
- AdvisorCensus page: https://advisorcensus.com/firm/wj-interests-llc-sugar-land-tx-114381

## Quick answers

**How is WJ Interests, LLC compensated?**
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).

**How much does WJ Interests, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $5,000 a year (Wealth Management Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is WJ Interests, LLC located?**
WJ Interests, LLC's principal office is in Sugar Land, TX, according to its Form ADV.

**Is WJ Interests, LLC registered with the SEC or a state?**
WJ Interests, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 114381.

**How much does WJ Interests, LLC manage?**
WJ Interests, LLC reports $633,500,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have WJ Interests, LLC's assets and staff changed since 2021?**
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.

**What types of clients does WJ Interests, LLC serve?**
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).

**Which custodians does WJ Interests, LLC use?**
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.

**Does WJ Interests, LLC report any disciplinary disclosures?**
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

**What changed in WJ Interests, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $553,000,000 to $633,500,000 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Flat fee: $5,000 a year (Wealth Management Fee)

> 1. Fixed fee: The fixed fee is $5,000 per year, plus

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $633,500,000
- Discretionary: $633,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $34,500,000 |
| High net worth individuals | 172 | $492,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $41,500,000 |
| Charitable organizations | 10 | $5,000,000 |
| Corporations or other businesses not listed above | 8 | $60,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2003 (23 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plus.google.com/+WJINTERESTSLLCSUGARLAND
- wjwealth.com
- Facebook @wjinterests

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $390,391,000 | 9 | March 29, 2021 |
| October 2022 | $455,302,000 | 8 | March 29, 2022 |
| October 2023 | $426,714,000 | 9 | March 27, 2023 |
| October 2024 | $483,829,000 | 9 | March 21, 2024 |
| October 2025 | $553,000,000 | 10 | March 24, 2025 |
| October 2026 | $633,500,000 | 10 | March 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $553,000,000 to $633,500,000 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WJ Interests, LLC (CRD 114381): Form ADV filing data as of October 2026.