# CJM Wealth Adv.

> Mobile access to financial accounts and advisor communication. (iPhone/iPad app by CJM Wealth Advisers.)

- Source: https://appshunter.io/ios/app/cjm-wealth-adv/id1140152105 (this page in markdown: same URL + `.md`)
- Developer: [CJM Wealth Advisers](https://appshunter.io/developer/1140152104)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2016-09-03
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cjm-wealth-adv/id1140152105/reviews.md

## What is CJM Wealth Adv.?

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

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about CJM Wealth Adv.

### What is CJM Wealth Adv. used for?

CJM Wealth Adv. allows users to view their financial account information and balances. It also provides an easy way to contact their financial advisor directly through the app.

### Is CJM Wealth Adv. free to use?

Yes, CJM Wealth Adv. is available for free download and use. There are no in-app purchases or advertisements within the application.

### What devices support CJM Wealth Adv.?

CJM Wealth Adv. is designed for iOS devices, including iPhone, iPad, and iPod.

### How secure is CJM Wealth Adv.?

While specific security measures are not detailed, the app is rated for ages 4+ and is developed by CJM Wealth Advisers, suggesting a focus on secure handling of financial data.

### How often is CJM Wealth Adv. updated?

The app was last updated on May 28, 2025, to version 5.19.0, indicating regular maintenance and updates from the developer.

### What do users think of CJM Wealth Adv.?

CJM Wealth Adv. has received excellent user feedback, holding a perfect 5.0-star rating from 2 reviews.

### Can I manage multiple accounts with CJM Wealth Adv.?

The app allows you to view account information and balances, implying the capability to manage multiple accounts associated with your profile.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- 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

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

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| App | Rating | Price | Category |
| --- | --- | --- | --- |
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| [HFG Mobile](https://appshunter.io/ios/app/hfg-mobile/id6443725470) | — | Free | Finance |
| [Together Plan](https://appshunter.io/ios/app/together-plan/id1134046345) | 5.0 (1) | Free | Finance |
| [Make Way Wealth Management](https://appshunter.io/ios/app/make-way-wealth-management/id1597982363) | — | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*