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CSJ Wealth Management, LLC

Headquartered in SOLANA BEACH, CA

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Firm Information

CSJ Wealth Management, LLC is an investment advisor that provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors. The firm manages approximately $58,460,817 in assets for 69 accounts, primarily for high-net-worth individuals and pooled investment vehicles.

CSJ Wealth Management, LLC

$58.46M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CSJ WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

SAN DIEGO, CA

location

Solana Beach, CA

Advisors at CSJ Wealth Management, LLC

View All 2 Advisors
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Brian Frederick Caine

RA

Solana Beach, CA

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Salim Janmohamed

RA

SAN DIEGO, CA

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Disclosures

There are no public disclosures for CSJ Wealth Management, LLC.

Frequently Asked Questions (6)

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