CJW Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 206514
- Website
- www.cjwcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.98%
- Individuals36.15%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
CJW Capital, LLC is a privately owned limited liability company operating as an independent registered investment adviser that serves individuals and families. The firm acts as a capital allocator and offers both percentage-of-AUM and fixed-fee billing. Its advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers and managers when appropriate. The firm does not identify as an active ESG investor.
Assets & Accounts
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 Funds49%
- Exchange Traded Equities47%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Private Funds1%
Contacts
3 of 3
Christopher Wiesehan
PresidentCRD 6476555
Oscar Varona
Managing DirectorCRD 6850980
David Sopchik
Associate RepresentativeCRD 7211648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Independence Wealth
RIAVoorhees, NJ
Heintz Wealth Management, LLC
RIALakeshore Advisors
RIAWinter Park, FL
Hinman Financial Planning, Inc.
RIAErie, CO
Axio Consulting Group
RIAWest Columbia, SC
Colucci Wealth Management LLC
RIABrightwaters, NY