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CJM WEALTH ADVISERS, LTD.

3110 Fairview Park Drive
Suite 900
Falls Church, Virginia 22042
Tel: 703-425-0700

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About CJM WEALTH ADVISERS, LTD.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#107750
SEC#801-14391
Assets Managed by Firm$1,117,617,818
No. of Clients2595
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2595$1,117,617,818
Individuals (other than high net worth individuals)674$455,602,308
High net worth individuals169$641,343,434
Charitable organizations11$20,672,076

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