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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-27-1979
- Office Locations
- 1
Office Locations
About CJM Wealth Advisers, Ltd.
CJM Wealth Advisers, Ltd. is a planning-led RIA founded in 1978 serving high net worth, multigenerational families nationwide. The team focuses on clarifying complex financial pictures and building tailored strategies to help clients grow and preserve wealth, pairing high-touch relationships with technology. Advisors include CFP and CFA credential holders and the firm custodies client assets at Pershing.
Reported data analysis
What the numbers show
Between September 25, 2025 and July 20, 2026, reported AUM increased 14.1%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 29.7% between November 1, 2022 and July 20, 2026, from $1.1B to $1.5B.
Of the latest reported AUM, 95.2% is discretionary and 4.8% is non-discretionary.
The firm reports 11 advisory representatives and 880 clients, or 80 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 47 years in operation. The source data was last updated on July 20, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CJM Wealth Advisers, Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TRACEY ALBERTSON BAKER
Chief Compliance Officer, Financial Advisor, General Partner, President, PRINCIPAL
- CRD
- #2763899
- Ownership
- 25% but less than 50%
DAVID DEFOREST GREENE
Chief Executive Officer, PRINCIPAL, TREASURER
- CRD
- #2797556
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
TINA MARIE BABICZ
Vice President
- CRD
- #4206444
GRIFFIN BAKER
Certified Financial Planner
- CRD
- #5383950
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,396,476,540 | $565,604 |
| Non-Discretionary | $69,701,047 | $749,474 |
| Total | $1,466,177,587 | $572,279 |
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Separately Managed Accounts
SMA allocation detail is available
CJM Wealth Advisers, Ltd. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CJM Wealth Advisers, Ltd.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.