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CHJ WEALTH MANAGEMENT

THE WOODLANDS, TX · CRD 154238 · IAPD ↗ · chjwealthmanagement.com · 281-298-2700

$600.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CHJ WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
August 2025 — CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC is now doing business as CHJ WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($458.7M -> $502.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.