CJM WEALTH MANAGEMENT LLC

DEER PARK, New York·7 registered advisors·CRD# 154712
SEC# 801-771600631-777-1030
01

Firm Overview

AUM
$430M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CJM WEALTH MANAGEMENT LLC

7 registered advisors
Charles Joseph Massimo
DEER PARK, New York
Diane Eileen Peters
DEER PARK, New York
Kelly Antoinette Fiume
DEER PARK, New York
Micah Bielski
DEER PARK, New York
Peter Souren Anastasian
DEER PARK, New York
Stephanie Jean Lyons
DEER PARK, New York
Tara Maria Chiappone
DEER PARK, New York
05

Office Locations

DEER PARK, New York
7 advisors

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Data sourced from SEC Form ADV filings. CJM WEALTH MANAGEMENT LLC (CRD# 154712) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.