RIA Intel›Advisers›South Carolina›JEHM WEALTH & RETIREMENT, LLC

JEHM WEALTH & RETIREMENT, LLC

Advisory

SIMPSONVILLE, SC

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

Rank in SC

#162

of 188 advisers by AUM

Average account

$334K

across 195 accounts

AUM per adviser

$16M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees7

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

118 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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