Overview
Assets Under Management: $483 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 108
Average Client Assets: $4 million
Frequently Asked Questions
JDH WEALTH MANAGEMENT, LLC 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 #112474), JDH WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JDH WEALTH MANAGEMENT, LLC is headquartered in SANTA ROSA, CA.
JDH WEALTH MANAGEMENT, LLC serves 108 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, JDH WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JDH WEALTH MANAGEMENT, LLC manages $483 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, JDH WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 405
Discretionary Accounts: 405
Regulatory Filings
CRD Number: 112474
Last Filing Date: 2025-02-25 00:00:00
Website: https://jdhwealth.com