Overview
Assets Under Management: $435 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 455
Average Client Assets: $765,478
Frequently Asked Questions
JACKSONVILLE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309312), JACKSONVILLE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
JACKSONVILLE WEALTH MANAGEMENT is headquartered in JACKSONVILLE, FL.
JACKSONVILLE WEALTH MANAGEMENT serves 455 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, JACKSONVILLE WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
JACKSONVILLE WEALTH MANAGEMENT manages $435 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, JACKSONVILLE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 455
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.13
Average High-Net-Worth Client Assets: $765,478
Total Client Accounts: 1,841
Discretionary Accounts: 1,841
Regulatory Filings
CRD Number: 309312
Filing ID: 2029508
Last Filing Date: 2025-11-24 12:27:16
Website: 1