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CHJ WEALTH MANAGEMENT
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
CRD 154238 · SEC 801-71684
10200 GROGAN'S MILL ROAD, SUITE 430, THE WOODLANDS, TX, 77380, United States
Phone
281-298-2700
Fax
281-298-2760
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$600.2M
Discretionary AUM
$600.2M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $32.4M |
| High net worth individuals | 124 | $567.8M |
States served
IL, LA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD