JHH WEALTH, LLC
Adviser information for JHH WEALTH, LLC last updated from Form ADV on December 18th, 2023. 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 | North Carolina, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| 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 | 81 | $33.8M |
| Non-Discretionary | 14 | $7.2M |
| Total | 95 | $41.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 95 | $41.0M |
| 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 | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients401(K) SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-71578 |
|---|---|
| SEC ERA File Number | 801-71578 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153924 |
| Legal Entity Identifier | None |
Principal Office
330 E. COFFEE STREETSUITE 4011
GREENVILLE
SC
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 704-332-2032, Fax: 704-332-2092
Chief Compliance Officer
DAVID W. JACKSON, III
CHIEF COMPLIANCE OFFICER/MEMBER
330 E. COFFEE STREET
STE 4011
GREENVILLE
SC
United States
Tel:
704-332-2032
J********@************M
(Full email address available in API data)
Regulatory Contact
TAMARAH D TAYLOR
COMPLIANCE ADVISOR
520 WEST 5TH STREET
CHARLOTTEE
NC
United States
Tel:
19543286722
T******@*********************************M
(Full email address available in API data)
Industry Affiliates
| ALLEN C. EWING & CO. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| COLARION PARTNERS | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JACKSON, DAVID, WHITNEY | Individual | – | PARTNER | 03/2016 | 25-50% |
| HASKELL, SAMUEL, DRAYTON | Individual | – | PARTNER/CHIEF INVESTMENT OFFICER | 08/2021 | 25-50% |
| Jackson, David | Individual | – | PARTNER/ADVISOR/CCO | 08/2021 | 25-50% |