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Abigail Eve Laufer

Investment adviser representative at Wj Financial Advisors, LLC
17 yearsExperience
1 stateRegistered in
$203.4MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Wj Financial Advisors, LLCMar 2016 to now
  2. Laufer Consulting, LLCMar 2011 to now
  3. Virid Capital, LLCSep 2009 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (CT).

Wj Financial Advisors, LLC

$203.4MAssets managed
274Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1848343
Firm CRD
142761
Advisor's SEC record (opens in a new tab)
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