W
WJ Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$545,000
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$109,000
About
WJ Consulting LLC is a California state-registered investment adviser that provides portfolio management and investment advisory services to individual clients with a long-term value investing focus. The firm’s principal is responsible for advisory services and client communications; the brochure notes a very small client base and that, as of June 26, 2025, the firm reported no assets under management.
The firm emphasizes fundamental analysis and value investing, evaluating financial statements, management quality, competitive position, and valuation measures including DCF, P/E, P/B, 10‑Cap, and Payback Time models. Portfolios may be managed on either a discretionary or non‑discretionary basis, are reviewed periodically, and can be customized to incorporate written client restrictions and tax or timing considerations.
Several operational practices distinguish the firm from many peers: it does not aggregate or block trades across accounts and it does not vote client proxies, leaving proxy materials to be delivered directly to clients. The brochure also discloses no affiliations with other financial‑industry firms, no participation in wrap‑fee programs or receipt of third‑party compensation, and the provision of custodial statements plus semi‑annual performance summaries to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $249,999: 1.25% $250,000 - $999,999: 1.00% $1,000,000+: 0.75%
Account minimum: $50,000 Fee-only: Fee-only, no commissions or third-party compensation
Main office location
WJ Consulting LLC
Redding CA, United States
Number of offices
1
Most active in
WJ Consulting LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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