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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2010
- Office Locations
- 1
Office Locations
About CHJ Wealth Management
CHJ Wealth Management is an independent, fee-only RIA in The Woodlands, TX (serving clients since 2010) providing ongoing financial planning and investment management. The firm works with pre-retirees, professionals and families, business owners, and clients in major life transitions, with planning across retirement, tax, and estate/legacy needs. Portfolios commonly use ETFs and fixed income, and custody is through Schwab.
Reported data analysis
What the numbers show
Between September 24, 2025 and March 24, 2026, reported AUM increased 11.1%, from $540.3M to $600.2M.
Across 5 reported observations, AUM increased 29.6% between June 14, 2022 and March 24, 2026, from $463.3M to $600.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 309 clients, or 61.8 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CHJ Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES CLARK CARLTON
Managing Director
- CRD
- #1376707
- Ownership
- 25% but less than 50%
Erich E. Bredl
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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MATTHEW L CLARK
Portfolio Manager
- CRD
- #6412146
HUNTER A. HERNANDEZ
Managing Member
- CRD
- #5390745
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $600,211,084 | $862,372 |
| Non-Discretionary | $0 | -- |
| Total | $600,211,084 | $862,372 |
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Separately Managed Accounts
SMA allocation detail is available
CHJ Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.