RIA Intel›Advisers›Georgia›JEFFRIES WEALTH MANAGEMENT, LLC

JEFFRIES WEALTH MANAGEMENT, LLC

Advisory

GA

Data as of Jun 25, 2026 · Source: SEC Form ADV

Average account
$55K
across 49 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

AON RETIREMENT PLAN ADVISORS, LLC
ATLANTA, GA
$3M
-9.9% 1Y
METCALF INVESTMENT MANAGEMENT, LLC
ATLANTA, GA
$3M
LIFESTYLE FINANCIAL SERVICES, LLC
$3M
ABACUS WEALTH FACTORS, LLC
SAVANNAH, GA
$3M
INFINITY FINANCIAL WEALTH MANAGEMENT LLC
NORCROSS, GA
$3M
ELITE WEALTHCARE LLC
$3M

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