CSJ Wealth Management, LLC

Overview

CSJ Wealth Management, LLC is an independent, privately held registered investment adviser organized as an LLC. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory work spans financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and other business or institutional clients. The firm also performs selection-of-other-advisers duties and has industry roles that include acting as sponsor, general partner, or managing member of pooled vehicles. CSJ charges fees as a percentage of assets under management. It does not position itself as an active ESG investor, and its footprint appears primarily domestic rather than multistate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices