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CSJ Wealth Management, LLC

EST. AUM
$71,370,000

CONTACTS

CLIENT ACCOUNTS
57

Firm Details

Metro area San Diego
CRD Number 169437
Website csjwealth.com
Client types

Overview

CSJ Wealth Management, LLC is an independent registered investment adviser (RIA) founded in 2013 and headquartered in Solana Beach, California. The firm provides discretionary investment management and wealth management services to individuals, trusts, estates, charitable organizations, ERISA plans, corporations, and business entities, building diversified portfolios tailored to each client's objectives and risk tolerance.

Platform Details

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Alternative Activity

Address

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

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