Overview
Assets Under Management: $135 million
Headquarters: SOUTH JORDAN, UT
High-Net-Worth Clients: 80
Average Client Assets: $0.8 million
Frequently Asked Questions
JRS 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 #306294), JRS WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
JRS WEALTH MANAGEMENT LLC is headquartered in SOUTH JORDAN, UT.
JRS WEALTH MANAGEMENT LLC serves 80 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, JRS WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JRS WEALTH MANAGEMENT LLC manages $135 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, JRS 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: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.44%
Average Client Assets: $0.8 million
Total Client Accounts: 1,002
Discretionary Accounts: 1,000
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 306294
Filing ID: 2051516
Last Filing Date: 2026-02-19 09:36:56