RIA Intel›Advisers›North Carolina›JME WEALTH MANAGEMENT LLC

JME WEALTH MANAGEMENT LLC

Advisory

RALEIGH, NC

Data as of May 21, 2026 · Source: SEC Form ADV

Average account
$402K
across 120 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM
$48M
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$48M
Discretionary AUM$48M
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 InLA, NC, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

LINDA P. ERICKSON, CFP, INC.
GREENSBORO, NC
$48M
+4.1% 1Y
504 FUND ADVISORS, LLC
WILMINGTON, NC
$49M
-0.9% 1Y
SOVEREIGN FINANCIAL GROUP, INC.
RALEIGH, NC
$47M
DALTON FINANCIAL LLC
$50M
ENCOMPASS ADVISORS, LTD.
BREVARD, NC
$47M
BUIE INVESTMENT ADVISORS, LLC
CHARLOTTE, NC
$50M

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