THE WOODLANDS, TXCRD 154238Latest ADV March 24, 2026
Chj Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 24, 2026, reports $600M in regulatory assets under management, 6 employees, and 696 accounts.
Assets Under Management
$600M
Employees
6
Offices
--
Total Clients
309
Primary office
THE WOODLANDS, TX
10200 GROGAN'S MILL ROAD, SUITE 430, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.9% of total clients.
Top client categories% of clientsClients
1
Individuals
59.9%
185
2
HNWI
40.1%
124
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$600Mas of March 24, 2026
Discretionary100.0%
$600M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$600M
Total Accounts696
10Y AUM Change+$308M (+105.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* 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.