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Screenshots

  • CJM Wealth Adv. screenshot 1
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About CJM Wealth Adv.

This Mobile App allows you to view account information, balances and easily contact your advisor.

What’s new

Version 5.19.0 · Updated May 28, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, CJM Wealth Advisers, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

Alternatives to CJM Wealth Adv.

Looking for apps like CJM Wealth Adv.? Here are 6 similar apps on the App Store. The highest rated is Beverly Hills Private Wealth (5.0/5), and all 6 are free to download.

CJM Wealth Adv. vs. alternatives
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