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Building 2JACKSON WEALTH MANAGEMENT, LLC

Map pinCASTLE ROCK, CO
Phone303-808-5229
NotebookSEC #801-136322
Total AUM
$107M
Employees
3
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 WILCOX ST SUITE 220
CASTLE ROCK
CO 80104
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
303-808-5229
Other Offices
1

ReceiptFinancials

Total AUM
$107M
Accounts
380
Discretionary
$107M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$39.3M
HNW Individual Clients
32
AUM
$67.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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