JDH WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2015

Total AUM

$495M

Discretionary

$495M

100% of AUM

Avg account

$1.3M

Accounts

392

Employees

Advisory reps

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, SEC‑registered advisory firm organized as an LLC and operating since 2015. The firm is owner‑managed and positions itself as a capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. JDH also performs insurance brokerage activities. The firm bills clients via a mix of percentage‑of‑AUM, hourly, and fixed‑fee arrangements. It is not an active ESG investor and does not operate as a multi‑state adviser under the categories reported.