← Tributary

CJC WEALTH MANAGEMENT

· CRD 325288 · IAPD ↗ · 301-761-3880

$121.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — CJC WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $121.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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