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Cjc Wealth Management LLC

CRD 325288SEC# 801-136678
Export (members)
No longer SEC-registered. Cjc Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$121.9M
Employees
6
Accounts
835
Location

Cjc Wealth Management LLC assets under management

Cjc Wealth Management LLC is an SEC-registered investment adviser. It reports $121.9 million in regulatory assets under management and employs 6 people.

Cjc Wealth Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Ace 3 Holdings LLC ControlOwnerOver 75%2023
Christopher John Campbell ControlChief Executive Officer, Chief Compliance OfficerUnder 5%2023
Ck79, LLC ControlOwner10-25%2023
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Frequently asked questions

How much does Cjc Wealth Management LLC manage?

Cjc Wealth Management LLC reports $121.9 million in regulatory assets under management on its Form ADV.

How many employees does Cjc Wealth Management LLC have?

Cjc Wealth Management LLC reports 6 employees.

Does Cjc Wealth Management LLC disclose fund performance?

Cjc Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$121.9M
Non-discretionary$0
Total (RAUM)$121.9M