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WJ Financial Advisors, LLC

EST. AUM
$203,354,827

CONTACTS

CLIENT ACCOUNTS
684

Firm Details

Metro area Hartford
CRD Number 142761
Website wjadvisors.com
Client types

Overview

WJ Financial Advisors, LLC is a Connecticut-based, fee-only registered investment adviser founded in 2006. It provides financial planning, discretionary investment management, and limited-scope ERISA 3(21) retirement-plan advisory services. Its clients include individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, nonprofit entities, and small businesses. Client portfolios are developed around individualized objectives, risk tolerance, target asset allocation, and security selection, with low-cost passive index funds central to portfolio construction. The firm does not accept commissions or finder’s fees and reports no established minimum account size. Its 2026 disclosure reports approximately $203.35 million in discretionary assets under management and notes that AUM increased through market conditions and new clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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