# CSJ Wealth

> CSJ Wealth (iPhone/iPad app by CSJ Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/csj-wealth/id6447584252 (this page in markdown: same URL + `.md`)
- Developer: [CSJ Wealth Management LLC](https://appshunter.io/developer/1681863890)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2023-04-12
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/csj-wealth/id6447584252/reviews.md

## What is CSJ Wealth?

The CSJ Wealth Mobile App allows you to view all of your account information, balances, performance, holdings, financial plan and more, all from one convenient place on your device.


## Version history (last 1 release)

### 5.14.2 — 2024-10-26

- 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

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## Related topics

[csj wealth](https://appshunter.io/ios/topics/csj-wealth)

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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 2026-05-18.*