WJ FINANCIAL ADVISORS, LLC

CRD 142761File 801-121886

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$203.4M

Below cohort median (national)

Discretionary AUM

$203.4M

Clients

274

684 accounts

Employees

Bottom 25% of cohort in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 28, 2021
Principal office: 255 ROUTE 80, SUITE 201, KILLINGWORTH, CT, 06419
Phone: 860-663-3646
Website: HTTP://WWW.WJADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $203.4M
Discretionary AUM: $203.4M
Non-discretionary AUM: $0
Discretionary accounts: 684
Non-discretionary accounts: 0
Total accounts: 684
AUM per client: $742K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$484K
Charitable organizations	Fewer than 5	$1.5M
High net worth individuals	71	$145.0M
Individuals (other than high net worth individuals)	201	$56.4M

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 other
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.