JADIM WEALTH MANAGEMENT, LLC

Overview

Jadim Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm works with individual and family clients as well as some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model mixes discretionary portfolio management with non‑discretionary engagements and a fee structure that includes a percentage of AUM along with hourly, fixed-fee, and commission arrangements. Investment activity is centered on pooled public funds and mutual funds, which make up the bulk of client assets. The firm is not positioned as a capital allocator and reports that it does not pursue active ESG strategies. Given its suite of services and the fee mix, Jadim tends to combine traditional mutual‑fund based portfolios with targeted use of third‑party alternative managers and insurance solutions to meet client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices