CJM WEALTH ADVISERS, LTD.

Adviser information for CJM WEALTH ADVISERS, LTD. last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Virginia, United States

Employees

Total Number of Employees 23
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,508 $1.1B
Non-Discretionary 87 $60.7M
Total 2,595 $1.1B

Clients

Type Number RAUM
Individuals 674 $455.6M
HNW Individuals 169 $641.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 11 $20.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed feesRETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 1.1B
Portfolio Manager 1.1B
Both for Same 1.1B
Portfolio Manager to Program Sponsor
CJM ASSET MANAGEMENT PROGRAM CJM WEALTH ADVISORS, LTD.

Identifiers

SEC RIA File Number 801-14391
SEC ERA File Number 801-14391
SEC CIK Numbers 1992748
SEC CRD Numbers 107750
Legal Entity Identifier None

Principal Office

3110 FAIRVIEW PARK DRIVE
SUITE 900
FALLS CHURCH
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 703-425-0700, Fax: 703-764-9530

Chief Compliance Officer

TRACEY A. BAKER
PRESIDENT
3110 FAIRVIEW PARK DRIVE
SUITE 900
FALLS CHURCH
VA
United States
Tel: 703-425-0700
Fax: 703-764-9530
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BAKER, TRACEY, ALBERTSON Individual PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER 09/2003 25-50%
JONES, BRIAN, TIMOTHY Individual CHAIRMAN/SECRETARY/PRINCIPAL 09/2003 25-50%
GREENE, DAVID, DEFOREST Individual CEO/TREASURER/PRINCIPAL 02/2006 25-50%

No. Employees, Historic

30150201920202021202220232024202515 on 10/8/201918 on 3/15/202018 on 6/25/202018 on 10/14/202019 on 3/17/202119 on 8/5/202119 on 10/25/202116 on 3/28/202216 on 4/1/202216 on 11/1/202222 on 3/16/202322 on 3/17/202323 on 2/26/202423 on 2/27/2024

RAUM, Historic

2B1B02019202020212022202320242025718623803 on 10/8/2019889769361 on 3/15/2020889769361 on 6/25/2020889769361 on 10/14/2020945621212 on 3/17/2021945621212 on 8/5/2021945621212 on 10/25/20211130167814 on 3/28/20221130167814 on 4/1/20221130167814 on 11/1/20221105233016 on 3/16/20231105233016 on 3/17/20231117617818 on 2/26/20241117617818 on 2/27/2024

No. Clients, Historic

3,0001,50002019202020212022202320242025755 on 10/8/20192204 on 3/15/20202204 on 6/25/20202204 on 10/14/2020788 on 3/17/2021788 on 8/5/2021788 on 10/25/2021826 on 3/28/2022826 on 4/1/2022826 on 11/1/2022826 on 3/16/2023826 on 3/17/2023854 on 2/26/2024854 on 2/27/2024

Holdings

From latest 13F, filed July 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 742K 4K
ALPHABET INC CAP STK CL C 1M 7K
AMAZON COM INC COM 1M 7K
AMERICAN EXPRESS CO COM 245K 1K
APPLE INC COM 4M 19K
AT&T INC COM 195K 10K
AUTOMATIC DATA PROCESSING IN COM 605K 3K
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 15K
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 232K 7K
CATERPILLAR INC COM 395K 1K
CHEVRON CORP NEW COM 432K 3K
DOMINION ENERGY INC COM 213K 4K
EXXON MOBIL CORP COM 5M 46K
GENERAL ELECTRIC CO COM NEW 276K 2K
HOME DEPOT INC COM 481K 1K
INDIVIOR PLC ORD 206K 13K
INTERNATIONAL BUSINESS MACHS COM 730K 4K
INVESCO QQQ TR UNIT SER 1 54M 113K
ISHARES TR RUS 1000 VAL ETF 2M 11K
ISHARES TR RUS 1000 ETF 941K 3K
ISHARES TR CORE S&P MCP ETF 32M 557K
ISHARES TR RUS 1000 GRW ETF 6M 18K
ISHARES TR RUSSELL 2000 ETF 2M 8K
ISHARES TR CORE S&P500 ETF 218K 398
ISHARES TR CORE S&P SCP ETF 21M 194K
ISHARES TR RUS 2000 VAL ETF 365K 2K
JOHNSON & JOHNSON COM 450K 3K
JPMORGAN CHASE & CO COM 845K 4K
KLA CORP COM NEW 497K 600
LEIDOS HOLDINGS INC COM 535K 4K
MARTI TECHNOLOGIES INC SHS CL A 56K 35K
MCDONALDS CORP COM 299K 1K
MICROSOFT CORP COM 2M 5K
NEXTERA ENERGY INC COM 299K 4K
NORTHROP GRUMMAN CORP COM 514K 1K
NVIDIA CORPORATION COM 956K 8K
ORACLE CORP COM 330K 2K
PEPSICO INC COM 215K 1K
PROCTER AND GAMBLE CO COM 2M 10K
SCHLUMBERGER LTD COM STK 283K 6K
SCIENCE APPLICATIONS INTL CO COM 273K 2K
SPDR S&P 500 ETF TR TR UNIT 415K 761
STRYKER CORPORATION COM 273K 810
T ROWE PRICE ETF INC CAP APPRECIATION 1M 32K
TESLA INC COM 301K 1K
THE CIGNA GROUP COM 282K 864
UNITEDHEALTH GROUP INC COM 291K 589
VANGUARD INDEX FDS MCAP VL IDXVIP 1M 8K
VANGUARD INDEX FDS TOTAL STK MKT 223K 833
VANGUARD INDEX FDS S&P 500 ETF SHS 84M 167K
VANGUARD INDEX FDS MCAP GR IDXVIP 2M 9K
VANGUARD INDEX FDS SM CP VAL ETF 3M 14K
VANGUARD INDEX FDS VALUE ETF 14M 90K
VANGUARD INDEX FDS REAL ESTATE ETF 611K 7K
VANGUARD INDEX FDS SML CP GRW ETF 4M 17K
VANGUARD INDEX FDS MID CAP ETF 992K 4K
VANGUARD INDEX FDS GROWTH ETF 206K 546
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 1M 24K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 10K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3M 58K
VANGUARD WORLD FD ESG INTL STK ETF 261K 5K
VANGUARD WORLD FD ESG US STK ETF 776K 8K
VISA INC COM CL A 970K 4K
WALMART INC COM 226K 3K