CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
Legal name: CHJ WEALTH MANAGEMENT
CRD #154238 SEC #801-71684 THE WOODLANDS, TX 281-298-2700
SEC Registered
Total AUM
$540.3M
Discretionary
$540.3M
Employees
6
Clients
--
Accounts
681
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $540.3M | $540.3M | $0 | 6 | 0 |
| Aug 2025 | $540.3M | $540.3M | $0 | 6 | 0 |
| Jul 2025 | $540.3M | $540.3M | $0 | 5 | 0 |
| May 2025 | $540.3M | $540.3M | $0 | 4 | 0 |
| Mar 2025 | $540.3M | $540.3M | $0 | 4 | 0 |
| Dec 2024 | $502.1M | $502.1M | $0 | 4 | 0 |
| Nov 2024 | $502.1M | $502.1M | $0 | 4 | 0 |
| May 2024 | $502.1M | $502.1M | $0 | 5 | 0 |
| May 2024 | $502.1M | $502.1M | $0 | 5 | 0 |
| Mar 2024 | $502.1M | $502.1M | $0 | 5 | 0 |
| Mar 2023 | $458.7M | $458.7M | $0 | 5 | 0 |
| Mar 2023 | $458.7M | $458.7M | $0 | 5 | 0 |
| Jun 2022 | $463.3M | $463.3M | $0 | 5 | 0 |
| Mar 2022 | $463.3M | $463.3M | $0 | 4 | 0 |
| Jul 2021 | $396.9M | $396.9M | $0 | 4 | 0 |
| Mar 2021 | $396.9M | $396.9M | $0 | 4 | 0 |
| Apr 2020 | $364.1M | $364.1M | $0 | 4 | 0 |
| Mar 2020 | $364.1M | $364.1M | $0 | 4 | 0 |
| Feb 2019 | $310.7M | $310.7M | $0 | 4 | 0 |
| Nov 2018 | $298.9M | $296.1M | $2.9M | 5 | 200 |
| Mar 2018 | $298.9M | $296.1M | $2.9M | 5 | 200 |
| Dec 2017 | $295.9M | $293M | $2.9M | 6 | 200 |
| Aug 2017 | $292M | $289.4M | $2.6M | 6 | 189 |
| Mar 2017 | $292M | $289.4M | $2.6M | 6 | 189 |
| Mar 2017 | $292M | $289.4M | $2.6M | 6 | 189 |
| Feb 2016 | $261.5M | $258.3M | $3.2M | 6 | 189 |
| Mar 2015 | $255.8M | $247.9M | $7.9M | 5 | 189 |
| Mar 2014 | $218.2M | $218.1M | $87K | 5 | 183 |
| Oct 2013 | $189.1M | $188.1M | $976K | 5 | 170 |
| Mar 2013 | $189.1M | $188.1M | $976K | 5 | 170 |
| Oct 2012 | $145.2M | $144.6M | $534.2K | 6 | 140 |
| Mar 2012 | $145.2M | $144.6M | $534.2K | 6 | 140 |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
| Jul 2010 | $0 | $0 | $0 | 10 | -- |
DateSep 2025
Total AUM$540.3M
Discretionary$540.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$540.3M
Discretionary$540.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$540.3M
Discretionary$540.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$540.3M
Discretionary$540.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$540.3M
Discretionary$540.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$463.3M
Discretionary$463.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$463.3M
Discretionary$463.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$396.9M
Discretionary$396.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$396.9M
Discretionary$396.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$364.1M
Discretionary$364.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$364.1M
Discretionary$364.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$298.9M
Discretionary$296.1M
Non-Disc.$2.9M
Employees5
Clients200
DateMar 2018
Total AUM$298.9M
Discretionary$296.1M
Non-Disc.$2.9M
Employees5
Clients200
DateDec 2017
Total AUM$295.9M
Discretionary$293M
Non-Disc.$2.9M
Employees6
Clients200
DateAug 2017
Total AUM$292M
Discretionary$289.4M
Non-Disc.$2.6M
Employees6
Clients189
DateMar 2017
Total AUM$292M
Discretionary$289.4M
Non-Disc.$2.6M
Employees6
Clients189
DateMar 2017
Total AUM$292M
Discretionary$289.4M
Non-Disc.$2.6M
Employees6
Clients189
DateFeb 2016
Total AUM$261.5M
Discretionary$258.3M
Non-Disc.$3.2M
Employees6
Clients189
DateMar 2015
Total AUM$255.8M
Discretionary$247.9M
Non-Disc.$7.9M
Employees5
Clients189
DateMar 2014
Total AUM$218.2M
Discretionary$218.1M
Non-Disc.$87K
Employees5
Clients183
DateOct 2013
Total AUM$189.1M
Discretionary$188.1M
Non-Disc.$976K
Employees5
Clients170
DateMar 2013
Total AUM$189.1M
Discretionary$188.1M
Non-Disc.$976K
Employees5
Clients170
DateOct 2012
Total AUM$145.2M
Discretionary$144.6M
Non-Disc.$534.2K
Employees6
Clients140
DateMar 2012
Total AUM$145.2M
Discretionary$144.6M
Non-Disc.$534.2K
Employees6
Clients140
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--