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CJM WEALTH ADVISERS, LTD.
CRD 107750File 801-14391
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.40B
Non-discretionary $69.7M
Clients
875
2,562 accounts
Employees
13
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 27, 1979
- Principal office
- 3110 FAIRVIEW PARK DRIVE, SUITE 900, FALLS CHURCH, VA, 22042
- Phone
- 703-425-0700
- Website
- HTTP://WWW.CJMLTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.47B
- Discretionary AUM
- $1.40B
- Non-discretionary AUM
- $69.7M
- Discretionary accounts
- 2,469
- Non-discretionary accounts
- 93
- Total accounts
- 2,562
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 15 | $24.5M |
| High net worth individuals | 242 | $990.7M |
| Individuals (other than high net worth individuals) | 618 | $451.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 13 | decreased by9 |
| Apr 1, 2026 | Clients | 1,074 | 875 | decreased by199 |
| Apr 1, 2026 | AUM | $1,285,166,542 | $1,466,177,587 | increased by$181,011,045 |
| Apr 1, 2026 | Accounts | 2,583 | 2,562 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 22 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 826 | 1,074 | increased by248 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,130,167,814 | $1,285,166,542 | increased by$154,998,728 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,330 | 2,583 | increased by253 |
| Apr 1, 2022 | Employees | 19 | 16 | decreased by3 |
| Apr 1, 2022 | Clients | 788 | 826 | increased by38 |
| Apr 1, 2022 | AUM | $945,621,212 | $1,130,167,814 | increased by$184,546,602 |
| Apr 1, 2022 | Accounts | 788 | 2,330 | increased by1,542 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CJM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CJM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.