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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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