JDH WEALTH MANAGEMENT, LLC
Adviser information for JDH WEALTH MANAGEMENT, LLC last updated from Form ADV on March 15th, 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 | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 389 | $323.4M |
| Non-Discretionary | 0 | $0 |
| Total | 389 | $323.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 27 | $9.4M |
| HNW Individuals | 100 | $295.8M |
| 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 | 7 | $10.2M |
| Charitable organizations | <5 | $4.7M |
| 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 | <5 | $3.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-96201 |
|---|---|
| SEC ERA File Number | 801-96201 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112474 |
| Legal Entity Identifier | None |
Principal Office
181 CONCOURSE BOULEVARDSUITE A
SANTA ROSA
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (707) 542-1110, Fax: (707) 595-5776
Chief Compliance Officer
MATTHEW J. DELANEY
MANAGING MEMBER
181 CONCOURSE BOULEVARD
SUITE A
SANTA ROSA
CA
United States
Tel:
(707) 542-1110
Fax:
(707) 595-5776
M***@************M
(Full email address available in API data)
Industry Affiliates
| LINKENHEIMER LLP | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JONES, RALPH, JOHN | Individual | – | MEMBER | 01/2000 | 10-25% |
| DELANEY, MATTHEW, JAMES | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 02/2010 | > 75% |