{
  "crd_number": 169437,
  "slug": "csj-wealth-management-llc-solana-beach-ca-169437",
  "primary_business_name": "CSJ WEALTH MANAGEMENT, LLC",
  "legal_name": "CSJ WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Solana Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-11-25",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": 71370000.0,
  "raum_discretionary": 71370000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2078080.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 62906780.0,
      "count": 10
    },
    "pooled_investment_vehicles": {
      "raum": 6385140.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://csjwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169437",
  "city_as_filed": "SOLANA BEACH",
  "url": "https://advisorcensus.com/firm/csj-wealth-management-llc-solana-beach-ca-169437",
  "display_name": "CSJ Wealth Management, LLC",
  "summary": "CSJ Wealth Management, LLC is a state-registered investment advisory firm in Solana Beach, CA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. CSJ Wealth Management, LLC (CRD 169437): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is CSJ Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CSJ Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is CSJ Wealth Management, LLC located?",
      "a": "CSJ Wealth Management, LLC's principal office is in Solana Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is CSJ Wealth Management, LLC registered with the SEC or a state?",
      "a": "CSJ Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169437."
    },
    {
      "q": "How much does CSJ Wealth Management, LLC manage?",
      "a": "CSJ Wealth Management, LLC reports $71,370,000 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does CSJ Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (10); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does CSJ Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169437"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/csj-wealth-management-llc-solana-beach-ca-169437.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 2078080.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 62906780.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 6385140.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169437",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}