WJ Consulting LLC

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.