# WJ Wealth Management

> WJ Wealth Management is an SEC-registered investment advisory firm in Glendale, AZ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 170181
- Filed as: WJ WEALTH MANAGEMENT
- Legal name: WJ Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glendale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170181
- AdvisorCensus page: https://advisorcensus.com/firm/wj-wealth-management-glendale-az-170181

## Quick answers

**How is WJ Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), WJ Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**How much does WJ Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $200 an hour (financial planning and consulting services); Flat fee: $500 to $2,500 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is WJ Wealth Management located?**
WJ Wealth Management's principal office is in Glendale, AZ, according to its Form ADV.

**Is WJ Wealth Management registered with the SEC or a state?**
WJ Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 170181.

**How much does WJ Wealth Management manage?**
WJ Wealth Management reports $261,532,091 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have WJ Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for WJ Wealth Management: Regulatory assets under management: $143,475,817 in the October 2021 data and $261,532,091 in the October 2026 data, up 82%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WJ Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (847); high net worth individuals (60); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does WJ Wealth Management use?**
WJ Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does WJ Wealth Management 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/170181

**What changed in WJ Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $225,341,443 to $261,532,091 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Hourly rate: $200 an hour (financial planning and consulting services)

> Our standard fee is $200 per hour.

- Flat fee: $500 to $2,500 (financial planning and consulting services)

> Fixed fees range between $500 and $2,500.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $261,532,091
- Discretionary: $261,532,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 847 | $137,805,520 |
| High net worth individuals | 60 | $109,290,221 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $11,370,176 |
| Charitable organizations | 1 | $2,986,756 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $79,418 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wjwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $143,475,817 | 6 | March 5, 2021 |
| October 2022 | $176,140,490 | 6 | March 2, 2022 |
| October 2023 | $166,448,195 | 6 | March 25, 2023 |
| October 2024 | $184,979,489 | 6 | March 16, 2024 |
| October 2025 | $225,341,443 | 6 | March 31, 2025 |
| October 2026 | $261,532,091 | 6 | March 6, 2026 |

Regulatory assets under management: $143,475,817 in the October 2021 data and $261,532,091 in the October 2026 data, up 82%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $225,341,443 to $261,532,091 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WJ Wealth Management (CRD 170181): Form ADV filing data as of October 2026.