GILLILAND JETER WEALTH MANAGEMENT, LLC
Adviser information for GILLILAND JETER WEALTH MANAGEMENT, LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arkansas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 734 | $400.5M |
| Non-Discretionary | 145 | $54.0M |
| Total | 879 | $454.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 147 | $31.4M |
| HNW Individuals | 125 | $383.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $15.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $24.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127199 |
|---|---|
| SEC ERA File Number | 801-127199 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324403 |
| Legal Entity Identifier | None |
Principal Office
5619 R STREETLITTLE ROCK
AR
United States
Monday - Friday, 9:00AM-3:30PM
Tel: 501-902-4951, Fax: 501-902-4952
Chief Compliance Officer
PATRICIA FRANCE
5619 R STREET
LITTLE ROCK
AR
United States
Tel:
501-902-4951
Fax:
501-902-4952
P****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GILLILAND, JOSEPH, CLAYTON | Individual | – | SENIOR PORTFOLIO STRATEGIST | 03/2023 | 25-50% |
| JETER, MATTHEW, SCOTT | Individual | – | PRINCIPAL | 12/2022 | 25-50% |
| FRANCE, PATRICIA, RENE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2022 | 5-10% |