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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-1997
- Office Locations
- 1
Office Locations
About WJ Interests, LLC
WJ Interests, LLC is a fee-only wealth management firm providing comprehensive financial planning and investment management, with tax planning, risk management, and business succession guidance. Clients work with a dedicated advisor backed by the broader WJ team. The firm has five CFP professionals and a CFA-designated portfolio manager, and custodies assets at Charles Schwab.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 20, 2026, reported AUM increased 14.6%, from $553.0M to $633.5M.
Across 5 reported observations, AUM increased 39.1% between March 29, 2022 and March 20, 2026, from $455.3M to $633.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 255 clients, or 51 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full WJ Interests, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JARED WILLIAM JAMESON
Chief Executive Officer, Partner
- CRD
- #4489225
- Ownership
- 50% but less than 75%
WILLIAM ORSEN JAMESON
Chairman, Partner
- CRD
- #1483978
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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BRANDON ROBERT ARNS
Wealth Advisor
- CRD
- #6289995
Austin Colter James
Financial Planning Analyst
- CRD
- #8273840
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $633,500,000 | $765,097 |
| Non-Discretionary | $0 | -- |
| Total | $633,500,000 | $765,097 |
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Separately Managed Accounts
SMA allocation detail is available
WJ Interests, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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WJ Interests, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.