CJM Wealth Advisers, LTD

EST. AUM
$1,466,177,587

CONTACTS
10

CLIENT ACCOUNTS
2,562

Firm Details

Metro area Washington, DC
CRD Number 107750
Website cjmltd.com
Client types

Overview

CJM Wealth Advisers, an independent, fee-only registered investment advisor based in Falls Church, Virginia, serves individuals, families, and institutions with substantial financial assets. The firm specializes in developing customized financial solutions tailored to meet clients' specific goals and provides education to enhance their wealth profiles. Rooted in its origins as a family-run office, CJM emphasizes building trust, respecting unique wealth challenges, and delivering highly customized solutions. Their advisors create comprehensive financial and investment plans, fostering understanding and trust through in-depth reviews and continuous communication, including quarterly and annual updates, as well as responses to significant market events. CJM Wealth Advisers' team comprises CFP® professionals who act as fiduciaries, serving clients across Northern Virginia, the DC metro area, and nationwide. The firm has received multiple recognitions, including listings in Northern Virginia Magazine, Washingtonian, and Washington Business Journal.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CJM Wealth Advisers, LTD

Platform Details

Investment Preferences

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