RIA Intel›Advisers›Florida›JACKSONVILLE WEALTH MANAGEMENT, LLC

JACKSONVILLE WEALTH MANAGEMENT, LLC

Advisory

N·JACKSONVILLE, FL

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$534M
1-Year AUM Growth
0.0%
3-Year CAGR
+10.7%
Employees
4
Assets Under Management
Total AUM$534M
Discretionary AUM$534M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients936
Team
Total Employees4
Investment Advisers13
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record15
First FilingFeb 1, 2021
Latest FilingJul 8, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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