Cjc Wealth Management LLC
CRD 325288SEC# 801-136678
No longer SEC-registered. Cjc Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$121.9M
Employees
6
Accounts
835
Location
—
Cjc Wealth Management LLC assets under management
Cjc Wealth Management LLC is an SEC-registered investment adviser. It reports $121.9 million in regulatory assets under management and employs 6 people.
Cjc Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ace 3 Holdings LLC Control | Owner | Over 75% | 2023 |
| Christopher John Campbell Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2023 |
| Ck79, LLC Control | Owner | 10-25% | 2023 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cjc Wealth Management LLC manage?
Cjc Wealth Management LLC reports $121.9 million in regulatory assets under management on its Form ADV.
How many employees does Cjc Wealth Management LLC have?
Cjc Wealth Management LLC reports 6 employees.
Does Cjc Wealth Management LLC disclose fund performance?
Cjc Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$121.9Mregulatory AUM
Discretionary $121.9M