WJ Wealth Management

Wealth Management Firm in Glendale, AZ

Firm Info
Address: 18275 N 59th Ave #112-B, Glendale, AZ 85308, USA
Phone: (602) 942-1321

Firm Size
Assets Under Management: $176.1 million
# of Advisors: 2
# of Clients: 827
Client to Advisor Ratio: 414:1
Average Account Size: $212,987
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Wj Wealth Management Overview

WJ Wealth Management is a brokerage firm that primarily serves as a registered investment advisory firm. They operate on a fee-based model, which means that they charge their clients based on the services that they provide. The firm is headquartered in Glendale, AZ, and has been in operation since 2020. WJ Wealth Management provides a range of investment services for individuals, as well as small businesses. They specialize in financial planning and portfolio management, helping their clients to invest their money in a way that aligns with their goals and priorities. The firm also offers assistance in the selection of other advisors, ensuring that their clients have access to the best possible financial advice. At WJ Wealth Management, clients can rest assured that they are getting top-notch investment advice from experts in the field. The firm is made up of broker-dealer representatives and insurance brokers/agents, all of whom are dedicated to providing the highest level of service to their clients. Through their commitment to excellence, WJ Wealth Management helps its clients to make smart investment decisions and achieve their financial objectives.

WJ Wealth Management provides financial advisory services to a wide range of clients, including individual investors and high net worth individuals seeking personalized investment strategies. The firm's comprehensive approach to wealth management aims to help clients achieve their long-term financial goals in line with their individual risk tolerance and investment preferences. WJ Wealth Management offers a variety of fee structures depending on the level of service provided. For clients who require ongoing investment management, the firm charges a percentage of assets under management (AUM). This fee structure is calculated based on the total value of the assets that the firm manages on behalf of the client, typically ranging from 0.5% to 1.5% depending on the size of the portfolio. For clients who require assistance with specific financial planning needs or investment advice, the firm may charge a flat fee for services rendered. Additionally, certain investment products, such as mutual funds or exchange-traded funds, may carry their own fees and expenses which are in addition to the fees charged by WJ Wealth Management. The firm provides full transparency of fee structures to clients to ensure that they have a clear understanding of the costs associated with their investment strategies and financial planning services.

Typical Clients, Fee Structures & Investment Minimum

According to WJ Wealth Management's Part 2 Brochure, the investment minimums vary based on the type of program. For LPL Financials’ Sponsored Advisory Programs, the asset management program requires a minimum investment of $25,000, while the Optimum Market Portfolios Program (OMP) has a $10,000 investment minimum. The Personal Wealth Portfolios Program (PWP) has a higher minimum of $250,000, while the Model Wealth Portfolios Program (MWP) has a lower minimum of $25,000. It is important to note that the investment minimums may be subject to change, and investors should consult the firm's most recent Part 2 Brochure for the most up-to-date information.

How This Office Can Help Glendale, AZ Residents

WJ Wealth Management is a financial advisory firm that helps clients in Glendale, AZ, achieve their financial goals. The firm offers a range of services that include retirement planning, tax planning, investment management, estate planning, and more. Clients in Glendale, AZ, often face specific financial situations such as preparing for retirement, planning for healthcare and medical expenses, managing debt, and balancing their financial priorities. WJ Wealth Management works with clients to develop a customized financial plan that takes into account their unique circumstances and goals. The firm's team of advisors provides expert guidance and support to help clients make informed decisions and achieve long-term financial success. Whether it's planning for retirement, investing for growth, or managing risk, WJ Wealth Management is dedicated to helping clients achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Wj Wealth Management, visit their Part 2 Brochure.

Services Offered by Wj Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wj Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 18275 N 59th Ave #112-B, Glendale, AZ 85308, USA
Phone (602) 942-1321
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Wj Wealth Management is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • New Hampshire
  • Texas

Disciplinary History

Wj Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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