JDH Wealth Management, LLC

RIASEC Registered
Total AUM
$495M
Discretionary
$495M
100% of AUM
Avg account
$1.3M
Accounts
392
Employees
2
Advisory reps
2

Firm details

Headquarters
Santa Rosa, California
CRD number
112474
Registered since
May 4, 2015
Website
jdhwealth.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI91.81%
  • Individuals5.74%
  • Charitable Organizations1.67%
  • Pension & Profit Sharing Plans0.77%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JDH Wealth Management, LLC is an independent, individual-owned registered investment adviser that registered with the SEC in 2015. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection-of-other-advisers services. It also operates as an insurance broker and bills clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. JDH serves both individual & family and institutional clients and identifies itself as a capital allocator rather than a pure discretionary-only manager. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, US Government Bonds 19%, State & Local Bonds 15%, Cash & Cash Equivalents 9%, Exchange Traded Equities 6%, Non-Exchange Traded Equities 1%, Private Funds 1%, Other 1%50%
  • Public Funds/Mutual Funds50%
  • US Government Bonds19%
  • State & Local Bonds15%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$151M in ETFs

Passive

13%

$19.1M

Active

87%

$132M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$22.2M499,83514.74%
Unlock additional holdings →

Location

Primary office

Santa Rosa, CA

Sonoma

Location

Santa Rosa, CA

Headquartered in Santa Rosa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Sonoma
Address
181 Concourse Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Core Wealth Partners LLC

RIA

Santa Rosa, CA

AUM $393MTEAM 5REPS 5

Sonoma Allocations

RIA

Santa Rosa, CA

AUM $350MTEAM 4REPS 3

Madson Wealth Advisors Inc.

RIA

Santa Rosa, CA

AUM $209MTEAM 3REPS 3

Enspire Wealth Management, LLC

RIA

Santa Rosa, CA

AUM $119MTEAM 3REPS 3

Swad Wealth Management LLC

RIA

Santa Rosa, CA

AUM $111MTEAM 2REPS 1

Ridgeview Financial Planning

RIA

Santa Rosa, CA

AUM $110MTEAM 1REPS 1
More RIAs in Santa Rosa →All California RIAs →