# CSJ Wealth Management, LLC

> 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.

- CRD: 169437
- Filed as: CSJ WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Solana Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169437
- AdvisorCensus page: https://advisorcensus.com/firm/csj-wealth-management-llc-solana-beach-ca-169437

## Quick answers

**How is CSJ Wealth Management, LLC compensated?**
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.

**Where is CSJ Wealth Management, LLC located?**
CSJ Wealth Management, LLC's principal office is in Solana Beach, CA, according to its Form ADV.

**Is CSJ Wealth Management, LLC registered with the SEC or a state?**
CSJ Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169437.

**How much does CSJ Wealth Management, LLC manage?**
CSJ Wealth Management, LLC reports $71,370,000 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does CSJ Wealth Management, LLC serve?**
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).

**Does CSJ Wealth Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $71,370,000
- Discretionary: $71,370,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,078,080 |
| High net worth individuals | 10 | $62,906,780 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,385,140 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- csjwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CSJ Wealth Management, LLC (CRD 169437): Form ADV filing data as of October 2026.