|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CJM Wealth Advisers Ltd
✚
|
|
|---|---|
| CRD # | 107750 |
| SEC # | 801-14391 |
| CIK # | 0001992748 |
| AUM | $1.3 B (2025-03-19) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 703-425-0700 |
| Address | 3110 Fairview Park Drive Falls Church, VA 22042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Exxon Mobil Corp | 5.0 | |
| Apple Inc | 4.5 | |
| International Business Machines Corp | 3.4 | |
| Microsoft Corp | 2.5 | |
| Qualcomm Inc/DE | 1.6 | |
| Procter & Gamble Co | 1.6 | |
| Amazon Com Inc | 1.4 | |
| VISA Inc | 1.3 | |
| J P Morgan Chase & Co | 1.1 | |
| Alphabet Inc | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 857 | 464.0 |
| (b) Individuals (high net worth individuals) | 201 | 797.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 23.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,583 | 1,285.2 |
| By Discretionary | ||
| Discretionary | 2,501 | 1,229.0 |
| Non-Discretionary | 82 | 56.1 |
| Total | 2,583 | 1,285.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,282.9 | |
| Total | 2,583 | 1,285.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001992748] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Investment Services Inc
✚
|
MA | 1.3 |
|
Campbell Newman Asset Management Inc
✚
|
WI | 1.3 |
|
Bigsur Wealth Management LLC
✚
|
FL | 1.3 |
|
Claro Advisors LLC
✚
|
MA | 1.3 |
|
Petersen Hastings Wealth Advisors Inc
✚
|
WA | 1.3 |
|
Meramec Financial Planners LLC
✚
|
MO | 1.3 |
|
Northern Trust Securities Inc
✚
|
IL | 1.3 |
|
TBH Global Asset Management LLC
✚
|
TN | 1.3 |
|
Cumberland Investment Counsel Inc
✚
|
1.3 | |
|
Wealthplan Partners LLC
✚
|
NE | 1.3 |