JORDAN WEALTH MANAGEMENT

Overview

Jordan Wealth Management is a small, owner-operated registered investment adviser organized as an LLC that focuses on fee-based, discretionary portfolio management for individuals and small businesses. The firm’s roots in accounting inform a conservative, client-service oriented approach: portfolios are built predominantly with public mutual funds as core holdings, while third‑party managers are used selectively to add diversification or alternative return streams. Jordan Wealth Management does not position itself as a capital allocator or a multi-state institutional consultant; its client base is individual and family households and small-business owners. Investment activity centers on outsourced active and passive mutual funds for core equity and fixed income exposure, supplemented by allocations to external hedge fund managers where appropriate. The firm reports no focus on ESG investing. Portfolios are run on a discretionary basis, and managers appear to favor pooled fund structures for efficiency and tax/operational simplicity while turning to hedge funds for uncorrelated return potential.

Assets & Accounts

Investments & Alternatives

Location & Offices