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Wjm Financial, LLC (Bedford)


Wjm Financial, LLC is a large advisory firm based in Bedford. It manages $145.65 million of regulatory assets for 595 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Maine, Massachusetts, New Hampshire, and Texas.

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Wjm Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wjm Financial: assets under management

The assets under management (AUM) of Wjm Financial, LLC is $145.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $145.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $244.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wjm Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bedford

The principal office where Wjm Financial, LLC performs its advisory services is located at 2 Commerce Drive, Bedford, NH 03110, which is also the mailing address of the firm. An additional office of the firm is in Wells, ME. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-589-8010. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at wjmfinancial.com.


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