Overview
Assets Under Management: $41 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 95
Average Client Assets: $0.4 million
Frequently Asked Questions
JHH WEALTH, 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 #153924), JHH WEALTH, LLC is subject to fiduciary duty under federal law.
JHH WEALTH, LLC is headquartered in GREENVILLE, SC.
JHH WEALTH, LLC serves 95 high-net-worth clients according to their SEC filing dated December 18, 2023. View client details ↓
According to their SEC Form ADV, JHH WEALTH, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
JHH WEALTH, LLC manages $41 million in client assets according to their SEC filing dated December 18, 2023.
According to their SEC Form ADV, JHH WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.4 million
Total Client Accounts: 95
Discretionary Accounts: 81
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 153924
Filing ID: 1806823
Last Filing Date: 2023-12-18 12:41:00