JYE WEALTH ADVISORS, LLC

Overview

JYE Wealth Advisors, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that includes a percentage of AUM and fixed fees, and it manages a concentrated, equity-oriented book of business. Its approach centers on exchange-traded equities as the primary vehicle for client portfolios, with portfolio decisions handled on a discretionary basis. The adviser does not identify as an active ESG investor, and it is not positioned as a multi-state or pension consultant adviser. Business relationships include ties to an accountant and an insurance company, which supports its client service model and may influence recommended solutions where appropriate (for example, integration of insurance and tax-aware planning).

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