WJ WEALTH MANAGEMENT

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Arizona, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	801	$185.0M
Non-Discretionary	0	$0
Total	801	$185.0M

Clients

Type	Number	RAUM
Individuals	719	$125.9M
HNW Individuals	62	$52.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	18	$5.2M
Charitable organizations	<5	$1.4M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUM
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	3.7M
Portfolio Manager	0
Both for Same	183.1M

Portfolio Manager to Program	Sponsor
WJ WEALTH MANAGEMENT WRAP FEE PROGRAM	WJ WEALTH MANAGEMENT

Identifiers

SEC RIA File Number	801-119053
SEC ERA File Number	801-119053
SEC CIK Numbers	1801674
SEC CRD Numbers	170181
Legal Entity Identifier	None

Principal Office

18275 NORTH 59TH AVENUE
B-112
GLENDALE
AZ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic