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Jacksonville Wealth Management, LLC

● SEC registered since 2021CRD 309312SEC# 801-120427Jacksonville, FL
Export (members)
Reg. AUM
$434.6M
Employees
13
Accounts
1,841
Location
Jacksonville, FL

Jacksonville Wealth Management, LLC assets under management

Jacksonville Wealth Management, LLC is an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2021. It reports $434.6 million in regulatory assets under management and employs 13 people.
jaxwealth.comView on SEC.gov ↗

Jacksonville Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Martin Ciez ControlManaging Member & Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Jacksonville Wealth Management, LLC manage?

Jacksonville Wealth Management, LLC reports $434.6 million in regulatory assets under management on its Form ADV.

How many employees does Jacksonville Wealth Management, LLC have?

Jacksonville Wealth Management, LLC reports 13 employees.

Where is Jacksonville Wealth Management, LLC located?

Jacksonville Wealth Management, LLC is based in Jacksonville, FL and has been SEC-registered since 2021.

Does Jacksonville Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216
Phone904-923-7526
FaxN/A
Office hours8:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK2048486
Discloses disciplinary historyNo

Assets under management

Discretionary$434.6M
Non-discretionary$0
Total (RAUM)$434.6M