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Jcm Strategic Wealth Partners LLC

● SEC registered since 2025CRD 315220SEC# 801-132269Indianapolis, IN
Export (members)
Reg. AUM
$102.7M
Employees
3
Accounts
1,104
Location
Indianapolis, IN

Jcm Strategic Wealth Partners LLC assets under management

Jcm Strategic Wealth Partners LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2025. It reports $102.7 million in regulatory assets under management and employs 3 people.
www.wernerfinancial.comView on SEC.gov ↗

Jcm Strategic Wealth Partners LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Michael Werner ControlManaging Member/CcoOver 75%2021

Frequently asked questions

How much does Jcm Strategic Wealth Partners LLC manage?

Jcm Strategic Wealth Partners LLC reports $102.7 million in regulatory assets under management on its Form ADV.

How many employees does Jcm Strategic Wealth Partners LLC have?

Jcm Strategic Wealth Partners LLC reports 3 employees.

Where is Jcm Strategic Wealth Partners LLC located?

Jcm Strategic Wealth Partners LLC is based in Indianapolis, IN and has been SEC-registered since 2025.

Does Jcm Strategic Wealth Partners LLC disclose fund performance?

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

Contact & registration

Address4022 E Southport Road, Indianapolis, IN 46237
Phone317-735-9202
Office hours8:30-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.1M
Non-discretionary$610K
Total (RAUM)$102.7M