WJ Interests provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
WJ Interests reports 254 clients. They include 172 high-net-worth individuals, 61 individual clients and 10 charitable organizations. Of its assets, 100.0% ($634M across 828 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 5% |
| High-net-worth individuals | 68% | 78% |
| Pension and profit-sharing plans | 1% | 7% |
| Charitable organizations | 4% | <1% |
| Corporations and other businesses | 3% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 61 | $34.5M | 5.4% | $566K |
| High-net-worth individuals | 172 | $492M | 77.7% | $2.86M |
| Pension and profit-sharing plans | Fewer than 5 | $41.5M | 6.6% | $13.8M |
| Charitable organizations | 10 | $5M | 0.8% | $500K |
| Corporations and other businesses | 8 | $60.5M | 9.6% | $7.56M |
| Total | 254 | $634M | 100% | — |
- Clients
- 61
- Regulatory AUM
- $34.5M
- AUM share
- 5.4%
- Avg. per client
- $566K
- Clients
- 172
- Regulatory AUM
- $492M
- AUM share
- 77.7%
- Avg. per client
- $2.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $41.5M
- AUM share
- 6.6%
- Avg. per client
- $13.8M
- Clients
- 10
- Regulatory AUM
- $5M
- AUM share
- 0.8%
- Avg. per client
- $500K
- Clients
- 8
- Regulatory AUM
- $60.5M
- AUM share
- 9.6%
- Avg. per client
- $7.56M
Total
- Clients
- 254
- Regulatory AUM
- $634M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
WJ Interests charges 0.65% a year for its Wealth management fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Fixed annual fee
- A fixed fee of $5,000 a year is charged in addition to the asset-based wealth management fee.
Jared Jameson owns 50% to 75% of WJ Interests. The leadership team of WJ Interests includes Chief Compliance Officer Jared Jameson. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of WJ Interests, LLC
Jared Jameson
Control person · since January 2001
- Owns 25% to 50% of WJ Interests, LLC
William Jameson
Control person · since November 1997
- Owns 5% to 10% of WJ Interests, LLC
Jonathan Chapman
since January 2021
WJ Interests’ regulatory assets grew 1.6× from $390M (March 2021) to $634M (March 2026); clients rose from 201 to 254 and employees from 9 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $634M | 254 | 10 | 1 |
| Mar 2025March 2025 | $553M | 268 | 10 | 1 |
| Mar 2024March 2024 | $484M | 251 | 9 | 1 |
| Mar 2023March 2023 | $427M | 243 | 9 | 1 |
| Mar 2022March 2022 | $455M | 231 | 8 | 1 |
| Mar 2021March 2021 | $390M | 201 | 9 | 1 |
Besides its headquarters, WJ Interests has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 2333 Town Center Drive, Suite 100, Sugar LandHQ
Contact and registration details
- Legal name
- WJ Interests, LLC
- Headquarters
- 2333 Town Center Drive, Suite 100, Sugar Land, TX 77478-4175
- Website
- wjwealth.com
- Phone
- 281-634-9400
- SEC file
- 801-61853
- Founded
- 1996
- Structure
- Texas LLC
- Fiscal year end
- December
WJ Interests’ named custodian for separately managed accounts is Charles Schwab ($601M). WJ Interests does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $601M100%
At year end, WJ Interests’ separately managed accounts were mostly in funds (58%) and stocks (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $259M across 22 positions; the largest are Tidal Trust II (20.2%), Vanguard Intl Equity Index F (14.6%) and American Centy ETF TR (8.7%).
What the accounts hold
- Stocks37%
- Funds58%
- Registered funds53%
- Pooled vehicles5%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
How many clients does WJ Interests have?
WJ Interests has 254 clients and manages $634 million for them, as of March 2026. They include 172 high-net-worth individuals, 61 individual clients and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does WJ Interests offer?
WJ Interests provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does WJ Interests charge?
WJ Interests charges 0.65% a year for its Wealth management fee. The fee is billed in advance and is negotiable.
Source: WJ INTERESTS NARRATIVE BROCHURE, filed 20 March 2026
Which custodians does WJ Interests use?
WJ Interests’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $601M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does WJ Interests have?
WJ Interests has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does WJ Interests invest in?
At the end of its last fiscal year, WJ Interests’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 5% pooled vehicles (private funds and similar), 3% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WJ Interests?
WJ Interests’ direct owners are William Jameson (25% to 50%), Jared Jameson (50% to 75%) and Jonathan Chapman (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does WJ Interests get paid?
WJ Interests is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact WJ Interests?
WJ Interests’ main office is at 2333 Town Center Drive, Suite 100, Sugar Land, TX 77478-4175. Its phone number is 281-634-9400. Its website is wjwealth.com.