CJM Wealth - Ownership and Business Overview

Financial ServicesCompany

CJM Wealth Ownership

Who owns CJM Wealth?

CJM Wealth is owned by Wealth Enhancement Group. It was acquired on September 2, 2020.

CJM Wealth Business Overview

Where is CJM Wealth headquartered?

CJM Wealth is headquartered in Deer Park, New York.

What sector is CJM Wealth in?

CJM Wealth is a financial services company.

When was CJM Wealth founded?

CJM Wealth was founded in 2003.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 by strategics.

CJM Wealth

CJM Wealth Management

724 Long Island Avenue,
Deer Park, New York 11729
United States,
(800) 492-1222
www.cjmwealth.com

CJM Wealth is a hybrid registered investment adviser (RIA) with more than $440 million in client assets. CJM Wealth Management provides planning- centric, wealth management for individuals and families as well as 401(k) plan management. CJM Wealth was founded in 2003 and is based in Deer Park, New York.


Company Summary

SECTOR

Financial Services

Established

2003

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