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, individual-owned registered investment adviser organized as an LLC that serves both high-net-worth individuals and smaller institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when clients need specialized solutions. The firm also operates as an insurance broker, which aligns with its use of annuity products in client programs. Jehm charges a mix of fee arrangements — percentage of assets under management, hourly and fixed fees — and also accepts commissions when applicable. Jehm reports being a capital allocator, indicating it places client capital with external managers or funds rather than relying solely on in‑house strategies. The firm does not list ESG investing as an area of emphasis and is not positioned as a multistate adviser.