WJ INTERESTS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $633.5M |
| Discretionary | $633.5M100% of AUM |
| Client Accounts | 828 |
| Avg Account Size | $765K |
| Employees | 10 |
| Peak AUM | $633.5MMar 2026 |
| AUM CAGR | +14.0% /yrover 23 yrs · 37 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $634M | +14.6% | +14.1% | +10.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $633.5M |
| Discretionary | $633.5M |
| Employees | 10 |
| Client Accounts | 828 |
| Client Range | 101-250 |
Contact & Location
Address
2333 TOWN CENTER DRIVE
SUGAR LAND TX 77478-4175
Phone
281-634-9400
Filing History
37 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$634M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported