Acme Jack Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 330120
- Registered since
- April 12, 2024
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.66%
- Individuals5.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Acme Jack Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients on a fee‑based (percentage of AUM) model and describes itself as a capital allocator — it sources third‑party managers and constructs client portfolios rather than acting as a pure product distributor. Core advisory services include financial planning, tailored portfolio management for individuals and small businesses, and selection/oversight of outside advisers. Acme Jack reports it does not pursue active ESG investing and does not operate as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds45%
- Non-Exchange Traded Equities25%
- Exchange Traded Equities20%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Wellborn Jack
PresidentCRD 3252242
John Donohue
Compliance ConsultantCRD 1552418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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