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CSJ Wealth Management, LLC

CSJ Wealth Management, LLC. CRD 169437

CSJ Wealth Management, LLC logo

CRD: 169437

CSJ Wealth Management, LLC

Solana Beach, CA
8583501365
$71.4M Total AUM
$71.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
11-25-2013
Office Locations
2

Office Locations

-- SAN Diego CA
-- Solana Beach CA

About CSJ Wealth Management, LLC

CSJ Wealth Management is an independent, non-bank-affiliated multi-family office providing customized investment management and financial analysis for multi-generational families. The firm coordinates closely with clients’ legal and tax advisors on estate planning, charitable giving, and legacy strategy, with attention to family governance and educating the next generation. Investment work emphasizes asset allocation, risk management, and portfolio construction; custody commonly includes Charles Schwab.

Team overview

57 AVG AGE
$71.4M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Optima harbor Zenith oak Oak Harbor capital Horizon Wave Timber

Client Personas

Summit prime Signal vital

Custodian

Summit atlas

Fund Managers

Foundation

Investment Themes

Optima insight Oak value

Investment Vehicles

Legacy

Platform

Signal

Services

Horizon timber Bridge Crest Peak Glacier unison Catalyst Matrix

Owner & Executives

B

BRIAN FREDERICK CAINE

Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR

CRD
#2753379
Ownership
Less than 5%
(886) 487-1249
optima.north@valuecapital.com
in linkedin.com/in/unison-capital

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Contacts

Olivian Traian Pitis

Olivian Traian Pitis

--

CRD
#5589688
(737) 348-3120
horizon.peak@eaglecapital.com
in linkedin.com/in/value-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $71,370,000 --
Non-Discretionary $0 --
Total $71,370,000 --

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Separately Managed Accounts

Total SMA Asset: $64,984,860

$65.0M Total SMA
Public Funds:
35.1%
Equity - Exchange:
30.4%
Cash:
34.5%
Asset class Assets Assets %
Public Funds $1,815,743,981 35.1%
Equity - Exchange $1,572,610,172 30.4%
Cash $1,784,705,623 34.5%
Total $5,173,059,776 100.0%

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