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Building 2JDH WEALTH MANAGEMENT, LLC

Map pinSANTA ROSA, CA
Phone707.542.1110
NotebookSEC #801-63053
Total AUM
$71.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
187 CONCOURSE BOULEVARD
SANTA ROSA
CA 95403
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
707.542.1110

ReceiptFinancials

Total AUM
$71.6M
Accounts
70
Discretionary
$71.6M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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