FALLS CHURCH, VACRD 107750Latest ADV March 21, 2026
Cjm Wealth Advisers, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Falls Church, VA. Its latest Form ADV filing, dated March 21, 2026, reports $1.5B in regulatory assets under management, 13 employees, 9 offices, and 2,562 accounts.
Assets Under Management
$1.5B
Employees
13
Offices
9 offices
Total Clients
875
Primary office
FALLS CHURCH, VA
3110 FAIRVIEW PARK DRIVE, SUITE 900, FALLS CHURCH, VA, United States
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
618
2
HNWI
27.7%
242
3
Charitable
1.7%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 21, 2026
Discretionary95.2%
$1.4B
95% of total RAUM95.2%
Non-discretionary4.8%
$70M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts2,562
10Y AUM Change+$841M (+134.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee67:1
10Y Employee Change-2 (-13.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.