|
⚲
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| CJC Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 325288 |
| SEC # | 801-136678 |
| CIK # | |
| AUM | $121.9 M (2026-06-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 301-761-3880 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 24.4 |
| (b) Individuals (high net worth individuals) | 40 | 97.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 121.9 |
| By Discretionary | ||
| Discretionary | 835 | 121.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 835 | 121.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.9 | |
| Total | 835 | 121.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
Iowa Wealth Management LLC
✚
|
IA | 0.1 |
|
Kucharo Wealth LLC
✚
|
NC | 0.1 |
|
Candide Group LLC
✚
|
CA | 0.1 |
|
Q2 Wealth Management LLC
✚
|
KY | 0.1 |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 0.1 |
|
Encore Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
Pathfinder Wealth Management Inc
✚
|
IL | 0.1 |