Data / Investment advisers / Virginia / CJM Wealth Advisers, LTD.
CJM Wealth Advisers, LTD., Falls Church, VA: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CJM Wealth Advisers, LTD. is an SEC registered investment adviser with its main office in Falls Church, Virginia and reports $1.5 billion in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch CJM Wealth Advisers, LTD. (CRD number 107750): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107750
- SEC file number
- 801-14391
- SEC status
- Approved, effective February 27, 1979
- Main office
- 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042
- Phone
- (703) 425-0700
- Regulatory AUM
- $1,466,177,587 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $1,396,476,540
- Non discretionary AUM
- $69,701,047
- Accounts
- 2,562
- Employees
- 13, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 9
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 242 | $990.7 million |
| Individuals (other than high net worth individuals) | 618 | $451 million |
| Charitable organizations | 15 | $24.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.47 billion | March 21, 2026 |
| December 1, 2025 | $1.29 billion | September 25, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Quantitative Investment Management, LLC | Charlottesville | $1.67 billion | 2 | adviserinfo.sec.gov |
| The Hoerner Planning Group, LLC | Middleburg | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Godsey & Gibb Wealth Management | Richmond | $1.56 billion | Not listed | adviserinfo.sec.gov |
| Activ8 Family Office LLC | McLean | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Wealthcrossing | Richmond | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Cary Street Partners Asset Management | Richmond | $1.45 billion | Not listed | adviserinfo.sec.gov |
| D'Orazio Wealth Advisors | Vienna | $1.44 billion | Not listed | adviserinfo.sec.gov |
| The Edgar Lomax Company | Alexandria | $1.42 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- CJM Wealth Advisers, LTD. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.