SourcingSourcing

WJ WEALTH MANAGEMENT, LLC

B64
CRD 170181·SEC 801-119053·GLENDALE, AZ
AUM
$261.5M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$785K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WJ WEALTH MANAGEMENT, LLC
CRD
170181
SEC file #
801-119053
EIN
464225334
DBA names
Wj Wealth Management

Economics

AUM
$261.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$109.0M → $261.5M▲ +140%
Client mix
Individuals Other847
Individuals High Net Worth60
Pension Profit Sharing Plans9
Charitable Organizations1
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
GLENDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
wjwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JONES, JEFFRY, REEVES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JONES, JEFFRY, REEVES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WJWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2014-05-17T03:00:05Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801674
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2020-01-31
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001801674-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
18275 NORTH 59TH AVENUE B-112GLENDALE, AZ 85308
Business
18275 NORTH 59TH AVENUE B-112GLENDALE, AZ 85308
Edgar EIN
464225334
Edgar Recent Filings
13F-HR2026-04-29 · 0001801674-26-000002
13F-HR2026-02-05 · 0001801674-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-17T03:00:05Z
Rdap Domain Last Changed
2026-05-17T16:11:01Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1278679
Trust Company Affiliate
No

People (2)

2
JONES, JEFFRY, REEVES
IAR · Direct Owner · 87.5%
1278679
ROGER LYNN WILSON
IAR
1351206