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| CJM Wealth Advisers Ltd
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|---|---|
| CRD # | 107750 |
| SEC # | 801-14391 |
| CIK # | 0001992748 |
| AUM | $1.5 B (2026-06-17) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 703-425-0700 |
| Address | 3110 Fairview Park Drive Falls Church, VA 22042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001992748 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| International Business Machines Corp | 3.3 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 1.9 | ||
| Microsoft Corp | 1.9 | ||
| Qualcomm Inc/DE | 1.9 | ||
| KLA Tencor Corp | 1.8 | ||
| J P Morgan Chase & Co | 1.6 | ||
| iShares Comex Gold Trust | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Procter & Gamble Co | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TA Realty LLC
✚
|
MA | 1.5 |
|
Eclectic Associates Inc
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|
CA | 1.5 |
|
Serenus Wealth Advisors LLC
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|
CA | 1.5 |
|
HHM Wealth Advisors LLC
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|
TN | 1.5 |
|
River Wealth Advisors LLC
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|
PA | 1.5 |
|
Financial Counselors Inc
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KS | 1.5 |
|
Aerodigm Wealth LLC
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|
OR | 1.5 |
|
Forge Financial Services LLC
✚
|
OK | 1.5 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.5 |
|
Alpine Private Capital LLC
✚
|
MO | 1.5 |