Wj Interests, LLC (Sugar Land)

Name: Wj Interests, LLC
Address: 2333 Town Center Drive, Sugar Land, TX, 77478 4175
Telephone: 281-634-9400

Wj Interests, LLC is a large advisory firm based in Sugar Land. It manages $299 million of regulatory assets for 748 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Wj Interests provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wj Interests: assets under management

The assets under management (AUM) of Wj Interests, LLC is $299 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 865% since the beginning of its operation, and $237 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $299 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $399.73 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 73% of the total AUM. The second-largest asset type is exchange traded securities, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wj Interests, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wj Interests serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Wj Interests is high net worth individuals with 132 clients and $220.5 million of assets under management. Among the 8 most similar advisory firms, Wj Interests has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $291.5 million for 228 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Wj Interests doesn't advise any private funds.

Careers at Wj Interests, LLC

The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Orsen Jameson	Managing member/pres	1 Nov 1997	50% - 75%	1483978
Jared William Jameson	Managing member/vp/chief compliance officer	1 Jan 2001	50% - 75%	4489225

Based in Sugar Land

The principal office where Wj Interests, LLC performs its advisory services is located at 2333 Town Center Drive, Sugar Land, TX 77478 4175, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-634-9400 or by fax 281-634-9406. The normal business hours are 8:30am to 5pm on Monday - Friday. You can find more information about the New York firm at wjinterests.com.