{"url":"https://nivawealth.com/firms/wj-interests-114381","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/114381","regulatoryAum":633500000,"crd":"114381","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6289995","suffix":null,"lastName":"ARNS","firstName":"BRANDON","middleName":"ROBERT"},{"crd":"5957550","suffix":null,"lastName":"CHAPMAN","firstName":"JONATHAN","middleName":null},{"crd":"8273840","suffix":null,"lastName":"James","firstName":"Austin","middleName":"Colter"},{"crd":"4489225","suffix":null,"lastName":"JAMESON","firstName":"JARED","middleName":"WILLIAM"},{"crd":"1483978","suffix":null,"lastName":"JAMESON","firstName":"WILLIAM","middleName":"ORSEN"},{"crd":"6973900","suffix":null,"lastName":"MCGUIRE","firstName":"NICHOLAS","middleName":"OLIN"},{"crd":"7675786","suffix":null,"lastName":"Salmeron","firstName":"Mateo","middleName":"Andries"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":390391000,"clients":201,"employees":9,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":455302000,"clients":231,"employees":8,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":426714000,"clients":243,"employees":9,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":483829000,"clients":251,"employees":9,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":553000000,"clients":268,"employees":10,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":633500000,"clients":254,"employees":10,"offices":1}],"secFileNumber":"801-61853","legalName":"WJ 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asset-based wealth management fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022949","versionId":1022949,"submittedOn":"2026-03-20","documentName":"WJ INTERESTS NARRATIVE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:17:39.711589+00:00","documents":[{"name":"WJ INTERESTS NARRATIVE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022949","versionId":1022949,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":601000000}],"custodyNote":"WJ Interests does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jared Jameson","title":"Chief Compliance Officer, CEO","crd":"4489225"},{"name":"William Jameson","title":"Chairman","crd":"1483978"},{"name":"Jonathan Chapman","title":"Senior Wealth Advisor","crd":"5957550"}],"ownership":[{"label":"William Jameson","detail":"Chairman in the 25% to 50% ownership band and a control person, since November 1997."},{"label":"Jared Jameson","detail":"Chief compliance officer, ceo in the 50% to 75% ownership band and a control person, since January 2001."},{"label":"Jonathan Chapman","detail":"Senior wealth advisor in the 5% to 10% ownership band, since January 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"2333 Town Center Drive, Suite 100","city":"Sugar Land","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"281-634-9400","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A 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2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022949","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does WJ Interests have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does WJ Interests offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does WJ Interests charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does WJ Interests use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WJ Interests have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WJ Interests invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns WJ Interests?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WJ Interests get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact WJ Interests?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/wj-interests-114381/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-30","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1727642/000175496026000670/0001754960-26-000670-index.html","totalValue":259360277,"positionCount":22,"top10Share":0.8907958445772326,"top10":[{"issuer":"TIDAL TRUST II","titleOfClass":"RET STCKD GL STK","cusip":"88636J204","value":52475825,"shares":1705976,"shareType":"SH","priorValue":44396410,"priorShares":1631621},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":37980363,"shares":241990,"shareType":"SH","priorValue":41600633,"priorShares":300756},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}