Cjm Wealth Advisers, LTD.

Virginia
Registered In
12/22/1978
Incorp. Date

Company Summary

Cjm Wealth Advisers, LTD. at 3110 Fairview Park Dr STE 900, Falls Church, Va 22042 lists Tracey A Baker and David D Greene as associates.

Overview

Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Domestic
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People

Brian T Jones Registered Agent
3110 FAIRVIEW PARK DR STE 900, FALLS CHURCH, VA 22042 (View Past Addresses)
Tracey A Baker President
David D Greene CEO/T
Brian T Jones S/CHAIRMAN
Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

3110 FAIRVIEW PARK DR STE 900, FALLS CHURCH, VA 22042 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Cjm Wealth Advisers, LTD.

Form 5500

CJM WEALTH ADVISERS, LTD.

3110 Fairview Park Drive, Suite 900, Falls Church, Va 22042 (703) 200-3489 EIN:54-1093911 Plan Admin:David Greene
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCJM WEALTH ADVISERS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY26 / 23 Assets BOY/EOY$6,926,660 / $8,208,822 2023 CJM WEALTH ADVISERS, LTD. 401(K) PLAN - Plan #001 26 / 23 $6,926,660 / $8,208,822
2022 Plan NameCJM WEALTH ADVISERS, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 24 Assets BOY/EOY$7,913,988 / $6,926,660 2022 CJM WEALTH ADVISERS, LTD. 401(K) PLAN - Plan #001 21 / 24 $7,913,988 / $6,926,660
2021 Plan NameCJM WEALTH ADVISERS. LTD. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$6,372,207 / $7,913,988 2021 CJM WEALTH ADVISERS. LTD. 401(K) PLAN - Plan #001 19 / 21 $6,372,207 / $7,913,988
2020 Plan NameCJM WEALTH ADVISERS. LTD. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$5,291,619 / $6,372,207 2020 CJM WEALTH ADVISERS. LTD. 401(K) PLAN - Plan #001 20 / 19 $5,291,619 / $6,372,207
2019 Plan NameCJM WEALTH ADVISERS. LTD. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$3,954,180 / $5,291,619 2019 CJM WEALTH ADVISERS. LTD. 401(K) PLAN - Plan #001 19 / 20 $3,954,180 / $5,291,619
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor
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