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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