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Home > Retirement Planners > california > santa rosa > JDH WEALTH MANAGEMENT, LLC
JDH WEALTH MANAGEMENT, LLC
181 Concourse Boulevard
Suite A
Santa Rosa, California 95403
Tel: (707) 542-1110
About JDH WEALTH MANAGEMENT, LLC
JDH WEALTH MANAGEMENT, LLC, formally registered with the SEC as JDH WEALTH MANAGEMENT, LLC. The firm was established in 05/04/2015. They have over 1 offices throughout the country.
JDH WEALTH MANAGEMENT, LLC is a Santa Rosa, California based Financial Planning firm with nearly $483,147,248 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112474 |
| SEC# | 801-96201 |
| Assets Managed by Firm | $483,147,248 |
| No. of Clients | 405 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 405 | $483,147,248 |
| Individuals (other than high net worth individuals) | 25 | $9,790,974 |
| High net worth individuals | 108 | $462,401,502 |
| Pension and profit sharing plans | 6 | $7,769,888 |
| Charitable organizations | 1 | $380,115 |
| Corporations or other businesses | 1 | $2,804,769 |
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