DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

C•• W••••• M•••••••••

Independent wealth managerCRD 325288SEC 801-136678websiteIAPD
Legal name C•• W••••• M••••••••• L••
Latest filing Aug 13, 2026
First filing on the tape Jul 10, 2026 · 2 filings
SEC status approved since Jul 9, 2026
RAUM
$122M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$122M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$40.6M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$122M as of Aug 13, 2026
Jul 10, 2026$122M then
HNW client RAUM$97.5M as of Aug 13, 2026
Jul 10, 2026$97.5M then
State-registered IARs (5.B.3)3 as of Aug 13, 2026
Jul 10, 20264 then
Employees (5.A)5 as of Aug 13, 2026
Jul 10, 20266 then
Private funds: no history
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$40.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
27derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.4MderivedHNW RAUM over HNW clients
Average account
$145,996derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
1.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
Custody
yesreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$97.5M80%
  • Individuals$24.4M20%
Individual clients
41reported
HNW clients
40reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
835reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
C••••••••• J••• C•••••••Olney, MdFeb 23, 202316 y0
J••• V•••••Baltimore, MdApr 18, 202310 y0
J••• R• B•••••••Olney, Md May 17, 202321 y5
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount1 left over 36 months
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • C•••••••• C••••••••• J••• · Chief Executive Officer, Chief Compliance Officercontrol
    since 02/2023 · owns less than 5%
Entity owners
  • A•• 3• H••••••• L•• · Owner
    direct · owns 75% or more
  • C•••• L•• · Owner
    direct · owns 10% to 25%
  • M•• C• C••••••••• I•• · Owner
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Olney, Md201
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory employees · 4 to 3
    Jul 10, 2026 to Aug 13, 2026
  • Employees · 6 to 5
    Jul 10, 2026 to Aug 13, 2026
  • State-registered IARs · 4 to 3
    Jul 10, 2026 to Aug 13, 2026
Signals
1 dated events
  • C••••• M• R•••• left C•• W••••• M••••••••• for B••• W••••• M••••••••• (registered 2026-08-28)
    Aug 13, 2026 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
301-761-3880reportedpublished by the firm, firm site, Sep 17, 2026
Website
cjcwealth.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
301-761-3880reportedpublic record, Form ADV, Aug 13, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$40.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026