Overview
Assets Under Management: $168 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 55
Discretionary Accounts: 54
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 150150
Last Filing Date: 2025-03-05 00:00:00
Website: https://jlwealth.com