CHJ Wealth Management
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 154238
- Registered since
- July 28, 2010
- Website
- www.chjwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.6%
- Individuals5.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CHJ Wealth Management is an independent registered investment adviser organized as an LLC that manages portfolios for individuals, families and small institutions. The firm is registered with the SEC (registered in 2010) and charges fees on a percentage-of-AUM basis. Advisory services listed include portfolio management for individuals/small businesses and for businesses or institutions. CHJ does not position itself as a dedicated capital allocator and is not classified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents24%
- Exchange Traded Equities21%
- US Government Bonds13%
- State & Local Bonds1%
Contacts
3 of 8
Matthew Clark
Associate Wealth AdvisorCRD 6412146
James Carlton
Financial AdvisorCRD 1376707
John Sinitiere
Client RelationsCRD 5444968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$250M in ETFs
93%
$233M
5%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $26M | 120,428 | 10.41% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 10200 Grogans Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
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