WJ INTERESTS, LLC

CRD 114381File 801-61853

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$633.5M

Above cohort median (national)

Discretionary AUM

$633.5M

Clients

254

828 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Feb 28, 2003
Principal office: 2333 TOWN CENTER DRIVE, SUITE 100, SUGAR LAND, TX, 77478-4175
Phone: 281-634-9400
Website: HTTP://WWW.WJWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $633.5M
Discretionary AUM: $633.5M
Non-discretionary AUM: $0
Discretionary accounts: 828
Non-discretionary accounts: 0
Total accounts: 828
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$60.5M
Charitable organizations	10	$5.0M
High net worth individuals	172	$492.0M
Pension and profit sharing plans	Fewer than 5	$41.5M
Individuals (other than high net worth individuals)	61	$34.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.