Jehm Wealth & Retirement, LLC

RIASEC Registered

Total AUM

$65.1M

Discretionary

$65.1M

100% of AUM

Avg account

$334K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: Simpsonville, South Carolina
CRD number: 304253
Website: confidentretirementlife.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals53.5%
HNWI45.45%
Pension & Profit Sharing Plans1.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Jehm Wealth & Retirement, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and provides core advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Jehm also operates as an insurance broker and charges clients through a mix of percentage‑of‑AUM fees, hourly and fixed fees, and commissions. The firm identifies as a capital allocator but does not position itself as an ESG investor or a multi‑state adviser.