CSJ WEALTH MANAGEMENT, LLC

CSJ WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 169437). Regulatory assets under management: $71.4M.

Registration

• CRD: 169437
• Type: Registered investment adviser
• Phone: (858) 350-1365
• Latest filing: 2026-05-22
• Regulatory AUM: $71.4M
• Discretionary AUM: $71.4M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search