Asset ManagerRIA · CRD 142761SEC-Registered

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WJ Financial Advisors

WJ Financial Advisors, LLC is an SEC-registered investment adviser in Killingworth, CT, registered since 2021. The firm manages approximately $203 million in...

WJ Financial Advisors

WJ Financial Advisors, LLC is an SEC-registered investment adviser in Killingworth, CT, registered since 2021. The firm manages approximately $203 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at WJ Financial Advisors?

The specific individuals making investment decisions at WJ Financial Advisors are not publicly listed on the firm's SEC filings or other accessible sources. As an SEC-registered RIA, the firm must name its principal officers in its Form ADV filing, which can be obtained through the SEC's Investment Adviser Public Disclosure database.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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