JRS WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2026

Total AUM

$135M

Discretionary

$130M

96% of AUM

Avg account

$135K

Accounts

1,002

Employees

Advisory reps

Firm details

Headquarters: SOUTH JORDAN, Utah
CRD number: 306294
Registered since: March 23, 2026
Website: www.sfgclient.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI44.44%
Individuals44.44%
Corporations / Businesses7.41%
Pension & Profit Sharing Plans3.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JRS Wealth Management LLC is an independent, owner-operated RIA that positions itself as a capital allocator for both individual and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its investment practice is equity‑centric: exchange‑traded equities are the dominant allocation, and portfolios are primarily managed on a discretionary basis. The firm charges fees by percentage of AUM and also offers hourly and fixed‑fee engagements. It does not present itself as an ESG investor. JRS integrates outside managers where appropriate, recommending or appointing specialist subadvisers for strategies the firm does not run directly. The firm also maintains an affiliation with an insurance company, which it leverages for insurance‑based planning and implementation when relevant.