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| CJM Wealth Advisers Ltd
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|---|---|
| CRD # | 107750 |
| SEC # | 801-14391 |
| CIK # | 0001992748 |
| AUM | $1.1 BB (2024-02-27) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 703-425-0700 |
| Address | 3110 Fairview Park Drive Falls Church, VA 22042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 5.3 | |
| AAPL | 2,382,844.0 | 4.0 | |
| MSFT | 1,918,222.4 | 2.2 | |
| PG | 338,108.9 | 1.7 | |
| AMZN | 1,092,997.8 | 1.4 | |
| GOOG | 1,482,566.4 | 1.2 | |
| V | 419,260.5 | 1.0 | |
| NVDA | 399,550.0 | 1.0 | |
| JPM | 340,169.2 | 0.8 | |
| GOOGL | 1,475,138.5 | 0.7 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 674 | 455.6 |
| (b) Individuals (high net worth individuals) | 169 | 641.3 |
| (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 | 11 | 20.7 |
| (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 | 2,595 | 1,117.6 |
| By Discretionary | ||
| Discretionary | 2,508 | 1,056.9 |
| Non-Discretionary | 87 | 60.7 |
| Total | 2,595 | 1,117.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,117.6 | |
| Total | 2,595 | 1,117.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001992748] |
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|---|---|---|
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