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CJM WEALTH ADVISERS, LTD.
CRD 107750 · SEC 801-14391
3110 FAIRVIEW PARK DRIVE, SUITE 900, FALLS CHURCH, VA, 22042, United States
Phone
703-425-0700
Fax
703-764-9530
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.47B
Discretionary AUM
$1.40B
Team
13 total employees; 11 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 618 | $451.0M |
| High net worth individuals | 242 | $990.7M |
| Charitable organizations | 15 | $24.5M |
States served
AL, CA, CO, DC, GA, LA, MD, MA, MI, NE, NJ, NY, NC, OH, OR, PA, SC, UT, VA, WV, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD