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Building 2JDH WEALTH MANAGEMENT, LLC

Map pinSANTA ROSA, CA
Phone(707) 542-1110
NotebookSEC #801-96201
Total AUM
$494.9M
Employees
2
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 CONCOURSE BOULEVARD
SUITE A
SANTA ROSA
CA 95403
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(707) 542-1110

ReceiptFinancials

Total AUM
$494.9M
Accounts
392
Discretionary
$494.9M
Accounts
392
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$28.4M
HNW Individual Clients
73
AUM
$454.4M
Pension/Profit Sharing Plan Clients
4
AUM
$3.8M
Charitable Organization Clients
5
AUM
$8.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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