JME WEALTH MANAGEMENT

Overview

JME Wealth Management is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, discretionary portfolio management, third‑party manager selection and investor education. Its fee arrangements include AUM‑based fees as well as hourly and fixed fees. JME positions itself as a capital allocator: it sources and places client capital into external managers and pooled vehicles rather than relying solely on in‑house proprietary products. The firm also identifies as an active ESG investor, indicating that environmental, social or governance factors are incorporated into at least some client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives