RIA Intel›Advisers›California›JDH WEALTH MANAGEMENT, LLC

JDH WEALTH MANAGEMENT, LLC

Advisory

N·SANTA ROSA, CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM
$495M
1-Year AUM Growth
+13.1%
3-Year CAGR
+12.4%
Employees
2
Assets Under Management
Total AUM$495M
Discretionary AUM$495M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients141
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record37
First FilingApr 13, 2004
Latest FilingFeb 13, 2026
🔒 Full AUM trend chart and 37 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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