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Building 2WJ WEALTH MANAGEMENT

Map pinGLENDALE, AZ
Phone602-942-1321
NotebookSEC #801-119053
Total AUM
$261.5M
Employees
6
Clients
918

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
18275 NORTH 59TH AVENUE
B-112
GLENDALE
AZ 85308
United States
Operating Hours
8-5
Monday - Friday
Phone
602-942-1321
Other Offices
1

ReceiptFinancials

Total AUM
$261.5M
Accounts
918
Discretionary
$261.5M
Accounts
918
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
847
AUM
$137.8M
HNW Individual Clients
60
AUM
$109.3M
Pension/Profit Sharing Plan Clients
9
AUM
$11.4M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
1
AUM
$79.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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