WJ Wealth Management is an investment advisor in Glendale with $176.14 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464225334
SEC advisor number
801-119053
FINRA CRD number
170181
AUM ?
$184.98 mm
(as of 16 Mar 24)
Accounts
801
(as of 16 Mar 24)
Employees
6
(2 investment advisory or research)
Address
WJ Wealth Management
18275 NORTH 59TH AVENUE B-112
GLENDALE
AZ 85308
18275 NORTH 59TH AVENUE B-112
GLENDALE
AZ 85308
Phone
6029421321
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Oct 21