3110 Fairview Park Drive
Suite 900
Falls Church, Virginia 22042
Tel: 703-425-0700
CJM WEALTH ADVISERS, LTD, formally registered with the SEC as CJM WEALTH ADVISERS, LTD. The firm was established in 02/27/1979. They have over 9 offices throughout the country.
CJM WEALTH ADVISERS, LTD. is a Falls Church, Virginia based Financial Planning firm with nearly $1,117,617,818 assets under management, offering retirement planning & investment advisory services to 2595 clients. The firm is staffed with 23 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107750 |
| SEC# | 801-14391 |
| Assets Managed by Firm | $1,117,617,818 |
| No. of Clients | 2595 |
| No. of Advisors | 23 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2595 | $1,117,617,818 |
| Individuals (other than high net worth individuals) | 674 | $455,602,308 |
| High net worth individuals | 169 | $641,343,434 |
| Charitable organizations | 11 | $20,672,076 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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