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Jdh Wealth Management, LLC

● SEC registered since 2015CRD 112474SEC# 801-96201Santa Rosa, CA
Export (members)
Reg. AUM
$483.1M
Employees
2
Accounts
405
Location
Santa Rosa, CA

Jdh Wealth Management, LLC assets under management

Jdh Wealth Management, LLC operates as an SEC-registered investment adviser based in Santa Rosa, CA. The firm has been registered since 2015. It reports $483.1 million in regulatory assets under management and employs 2 people.
www.twitter.com/jdhwealth.comView on SEC.gov ↗

Jdh Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew James Delaney ControlManaging Member, Chief Compliance OfficerOver 75%2010
Ralph John JonesMember10-25%2000

Frequently asked questions

How much does Jdh Wealth Management, LLC manage?

Jdh Wealth Management, LLC reports $483.1 million in regulatory assets under management on its Form ADV.

How many employees does Jdh Wealth Management, LLC have?

Jdh Wealth Management, LLC reports 2 employees.

Where is Jdh Wealth Management, LLC located?

Jdh Wealth Management, LLC is based in Santa Rosa, CA and has been SEC-registered since 2015.

Does Jdh Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address181 Concourse Boulevard, Suite a, Santa Rosa, CA 95403
Phone(707) 542-1110
Fax(707) 595-5776
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2022512
Discloses disciplinary historyNo

Assets under management

Discretionary$483.1M
Non-discretionary$0
Total (RAUM)$483.1M