ACMEJACKWEALTHMANAGEMENT

ACME JACK INVESTMENTS, LLC Legal Name

Adviser information for ACMEJACKWEALTHMANAGEMENT last updated from Form ADV on March 12th, 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 Ohio, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129888
SEC ERA File Number 801-129888
SEC CIK Numbers None
SEC CRD Numbers 330120
Legal Entity Identifier None

Principal Office

28 FOX TRACE LANE
HUDSON
OH
United States
Monday - Friday, 9 - 5
Tel: 330-802-3036, Fax: None

Chief Compliance Officer

WELLBORN JACK
MANAGING MEMBER
28 FOX TRACE LANE
HUDSON
OH
United States
Tel: 330-802-3036
(Full email address available in API data)

Regulatory Contact

JAY ESCHE
COMPLIANCE CONSULTANT
28 FOX TRACE LANE
HUDSON
OH
United States
Tel: 706-974-7979
(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
JACK, WELLBORN Individual MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 05/2021 > 75%

No. Employees, Historic

1050202420251 on 3/12/2024

RAUM, Historic

000202420250 on 3/12/2024