Cjm Wealth Advisers, Ltd.
● SEC registered since 1979CRD 107750SEC# 801-14391Falls Church, VA
Reg. AUM
$1.47B
Employees
13
Accounts
2,562
Location
Falls Church, VA
Cjm Wealth Advisers, Ltd. assets under management
Cjm Wealth Advisers, Ltd. operates as an SEC-registered investment adviser based in Falls Church, VA. The firm has been registered since 1979. It reports $1.5 billion in regulatory assets under management and employs 13 people.
Cjm Wealth Advisers, Ltd. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Timothy Jones Control | Chairman/Secretary/Principal | 25-50% | 2003 |
| David Deforest Greene Control | Ceo/Treasurer/Principal | 25-50% | 2006 |
| Jessica Rada Ness | Senior Vice President | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Cjm Wealth Advisers, Ltd. manage?
Cjm Wealth Advisers, Ltd. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Cjm Wealth Advisers, Ltd. have?
Cjm Wealth Advisers, Ltd. reports 13 employees.
Where is Cjm Wealth Advisers, Ltd. located?
Cjm Wealth Advisers, Ltd. is based in Falls Church, VA and has been SEC-registered since 1979.
Does Cjm Wealth Advisers, Ltd. disclose fund performance?
Cjm Wealth Advisers, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042 |
| Phone | 703-425-0700 |
| Fax | 703-764-9530 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1992748 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.47B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.47Bregulatory AUM
Discretionary $1.4BNon-discretionary $69.7M