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Gilliland Jeter Wealth Management, LLC

● SEC registered since 2023CRD 324403SEC# 801-127199Little Rock, AR
Export (members)
Reg. AUM
$505.3M
Employees
4
Accounts
892
Location
Little Rock, AR

Gilliland Jeter Wealth Management, LLC assets under management

Gilliland Jeter Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Little Rock, AR. The firm has been registered since 2023. It reports $505.3 million in regulatory assets under management and employs 4 people.

Gilliland Jeter Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Joseph Clayton Gilliland ControlSenior Portfolio Strategist25-50%2023
Matthew Scott Jeter ControlPrincipal50-75%2022
Patricia Rene France ControlChief Compliance Officer5-10%2022

Frequently asked questions

How much does Gilliland Jeter Wealth Management, LLC manage?

Gilliland Jeter Wealth Management, LLC reports $505.3 million in regulatory assets under management on its Form ADV.

How many employees does Gilliland Jeter Wealth Management, LLC have?

Gilliland Jeter Wealth Management, LLC reports 4 employees.

Where is Gilliland Jeter Wealth Management, LLC located?

Gilliland Jeter Wealth Management, LLC is based in Little Rock, AR and has been SEC-registered since 2023.

Does Gilliland Jeter Wealth Management, LLC disclose fund performance?

Gilliland Jeter Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5619 R Street, Little Rock, AR 72207
Phone501-902-4951
Fax501-902-4952
Office hours9:00a.m.-3:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$469.8M
Non-discretionary$35.5M
Total (RAUM)$505.3M