CJM WEALTH ADVISERS, LTD.
C29
CRD 107750·SEC 801-14391·FALLS CHURCH, VA
AUM
$1.47B
$1B+
Est. Revenue
$14.7M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $718.6M
'21 · $889.8M
'22 · $945.6M
'23 · $1.13B
'25 · $1.29B
'26 · $1.47B
'20'26
$718.6M → $1.47B▲ +104%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 13 advisors
'22 · 7 advisors
'23 · 15 advisors
'25 · 11 advisors
'26 · 11 advisors
'20'26
7 advisors → 11 advisors▲ +57%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3110 FAIRVIEW PARK DRIVESUITE 900FALLS CHURCH, VA 22042
Business
3110 FAIRVIEW PARK DRIVESUITE 900FALLS CHURCH, VA 22042
Edgar Recent Filings
13F-HR2026-04-13 · 0001992748-26-000002
13F-HR2026-01-23 · 0001992748-26-000001