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| CJM Wealth Advisers Ltd
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|---|---|
| CRD # | 107750 |
| SEC # | 801-14391 |
| CIK # | 0001992748 |
| AUM | 1,466.2 M (2026-06-17) |
| Employees | 13 (85% 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) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| International Business Machines Corp | 3.3 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 1.9 | ||
| Microsoft Corp | 1.9 | ||
| Qualcomm Inc/DE | 1.9 | ||
| KLA Tencor Corp | 1.8 | ||
| J P Morgan Chase & Co | 1.6 | ||
| iShares Comex Gold Trust | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 618 | 451.0 |
| (b) Individuals (high net worth individuals) | 242 | 990.7 |
| (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 | 15 | 24.5 |
| (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 | 2,562 | 1,466.2 |
| By Discretionary | ||
| Discretionary | 2,469 | 1,396.5 |
| Non-Discretionary | 93 | 69.7 |
| Total | 2,562 | 1,466.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 1,459.9 | |
| Total | 2,562 | 1,466.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001992748] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TA Realty LLC
✚
|
MA | 1,476.7 M |
|
Eclectic Associates Inc
✚
|
CA | 1,473.5 M |
|
Serenus Wealth Advisors LLC
✚
|
CA | 1,473.3 M |
|
HHM Wealth Advisors LLC
✚
|
TN | 1,472.0 M |
|
River Wealth Advisors LLC
✚
|
PA | 1,469.3 M |
|
Financial Counselors Inc
✚
|
KS | 1,469.0 M |
|
Aerodigm Wealth LLC
✚
|
OR | 1,463.2 M |
|
Forge Financial Services LLC
✚
|
OK | 1,457.4 M |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1,456.2 M |
|
Alpine Private Capital LLC
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|
MO | 1,453.5 M |