CJM WEALTH MANAGEMENT LLC
CRD #154712 SEC #801-77160 DEER PARK, NY 631-777-1030
SEC Registered
Total AUM
$429.5M
Discretionary
$174.2M
Employees
8
Clients
101
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $429.5M | $174.2M | $255.3M | 8 | 0 |
| Apr 2020 | $429.5M | $174.2M | $255.3M | 8 | 0 |
| Mar 2020 | $429.5M | $174.2M | $255.3M | 8 | 0 |
| Jan 2020 | $377.2M | $154.5M | $222.7M | 8 | 0 |
| Nov 2019 | $377.2M | $154.5M | $222.7M | 8 | 0 |
| Oct 2019 | $377.2M | $154.5M | $222.7M | 8 | 0 |
| May 2019 | $377.2M | $154.5M | $222.7M | 8 | 0 |
| Apr 2019 | $377.2M | $154.5M | $222.7M | 9 | 0 |
| Mar 2019 | $377.2M | $154.5M | $222.7M | 9 | 0 |
| Mar 2019 | $377.2M | $154.5M | $222.7M | 8 | 0 |
| Mar 2019 | $377.2M | $154.5M | $222.7M | 7 | 0 |
| Dec 2018 | $406.9M | $152.3M | $254.5M | 7 | 0 |
| Dec 2018 | $406.9M | $152.3M | $254.5M | 7 | 0 |
| Nov 2018 | $406.9M | $152.3M | $254.5M | 6 | 0 |
| Oct 2018 | $406.9M | $152.3M | $254.5M | 6 | 0 |
| Oct 2018 | $406.9M | $152.3M | $254.5M | 6 | 0 |
| Jul 2018 | $406.9M | $152.3M | $254.5M | 6 | 0 |
| Jun 2018 | $406.9M | $152.3M | $254.5M | 5 | 0 |
| Jun 2018 | $406.9M | $152.3M | $254.5M | 5 | 0 |
| Jun 2018 | $406.9M | $152.3M | $254.5M | 5 | 0 |
| Mar 2018 | $406.9M | $152.3M | $254.5M | 5 | 0 |
| Apr 2017 | $316.4M | $87M | $229.4M | 5 | 159 |
| Mar 2017 | $316.4M | $87M | $229.4M | 5 | 159 |
| Jan 2017 | $248.3M | $57.2M | $191.1M | 5 | 100 |
| Jan 2017 | $248.3M | $57.2M | $191.1M | 5 | 100 |
| Apr 2016 | $248.3M | $57.2M | $191.1M | 5 | 100 |
| Apr 2016 | $248.3M | $57.2M | $191.1M | 5 | 100 |
| Mar 2016 | $248.3M | $57.2M | $191.1M | 5 | 100 |
| Aug 2015 | $239.2M | $58.7M | $180.5M | 5 | 130 |
| Mar 2015 | $239.2M | $58.7M | $180.5M | 5 | 130 |
| Feb 2015 | $239.2M | $58.7M | $180.5M | 5 | 130 |
| Feb 2015 | $239.2M | $58.7M | $180.5M | 5 | 130 |
| Feb 2015 | $239.2M | $58.7M | $180.5M | 5 | 130 |
| Feb 2015 | $239.2M | $58.7M | $180.5M | 6 | 130 |
| Jun 2014 | $200.1M | $0 | $200.1M | 6 | 26 |
| Jun 2014 | $200.1M | $0 | $200.1M | 6 | 26 |
| Mar 2014 | $200.1M | $0 | $200.1M | 6 | 26 |
| Feb 2013 | $127M | $0 | $127M | 6 | 26 |
| Sep 2012 | $72.5M | $0 | $72.5M | 1 | 26 |
DateJun 2020
Total AUM$429.5M
Discretionary$174.2M
Non-Disc.$255.3M
Employees8
Clients0
DateApr 2020
Total AUM$429.5M
Discretionary$174.2M
Non-Disc.$255.3M
Employees8
Clients0
DateMar 2020
Total AUM$429.5M
Discretionary$174.2M
Non-Disc.$255.3M
Employees8
Clients0
DateJan 2020
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees8
Clients0
DateNov 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees8
Clients0
DateOct 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees8
Clients0
DateMay 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees8
Clients0
DateApr 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees9
Clients0
DateMar 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees9
Clients0
DateMar 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees8
Clients0
DateMar 2019
Total AUM$377.2M
Discretionary$154.5M
Non-Disc.$222.7M
Employees7
Clients0
DateDec 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees7
Clients0
DateDec 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees7
Clients0
DateNov 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees6
Clients0
DateOct 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees6
Clients0
DateOct 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees6
Clients0
DateJul 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees6
Clients0
DateJun 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees5
Clients0
DateJun 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees5
Clients0
DateJun 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees5
Clients0
DateMar 2018
Total AUM$406.9M
Discretionary$152.3M
Non-Disc.$254.5M
Employees5
Clients0
DateApr 2017
Total AUM$316.4M
Discretionary$87M
Non-Disc.$229.4M
Employees5
Clients159
DateMar 2017
Total AUM$316.4M
Discretionary$87M
Non-Disc.$229.4M
Employees5
Clients159
DateJan 2017
Total AUM$248.3M
Discretionary$57.2M
Non-Disc.$191.1M
Employees5
Clients100
DateJan 2017
Total AUM$248.3M
Discretionary$57.2M
Non-Disc.$191.1M
Employees5
Clients100
DateApr 2016
Total AUM$248.3M
Discretionary$57.2M
Non-Disc.$191.1M
Employees5
Clients100
DateApr 2016
Total AUM$248.3M
Discretionary$57.2M
Non-Disc.$191.1M
Employees5
Clients100
DateMar 2016
Total AUM$248.3M
Discretionary$57.2M
Non-Disc.$191.1M
Employees5
Clients100
DateAug 2015
Total AUM$239.2M
Discretionary$58.7M
Non-Disc.$180.5M
Employees5
Clients130
DateMar 2015
Total AUM$239.2M
Discretionary$58.7M
Non-Disc.$180.5M
Employees5
Clients130
DateFeb 2015
Total AUM$239.2M
Discretionary$58.7M
Non-Disc.$180.5M
Employees5
Clients130
DateFeb 2015
Total AUM$239.2M
Discretionary$58.7M
Non-Disc.$180.5M
Employees5
Clients130
DateFeb 2015
Total AUM$239.2M
Discretionary$58.7M
Non-Disc.$180.5M
Employees5
Clients130
DateFeb 2015
Total AUM$239.2M
Discretionary$58.7M
Non-Disc.$180.5M
Employees6
Clients130
DateJun 2014
Total AUM$200.1M
Discretionary$0
Non-Disc.$200.1M
Employees6
Clients26
DateJun 2014
Total AUM$200.1M
Discretionary$0
Non-Disc.$200.1M
Employees6
Clients26
DateMar 2014
Total AUM$200.1M
Discretionary$0
Non-Disc.$200.1M
Employees6
Clients26
DateFeb 2013
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees6
Clients26
DateSep 2012
Total AUM$72.5M
Discretionary$0
Non-Disc.$72.5M
Employees1
Clients26