RIA Intel›Advisers›Maryland›JN PRIVATE WEALTH MANAGEMENT LLC

JN PRIVATE WEALTH MANAGEMENT LLC

Advisory

N·COLUMBIA, MD

Data as of Mar 21, 2024 · Source: SEC Form ADV

Total AUM

$129M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$129M

Discretionary AUM$83M

Non-Discretionary AUM$46M

Discretionary %64.5%

Total Clients80

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record3

First FilingAug 23, 2023

Latest FilingMar 21, 2024

🔒 Full AUM trend chart and 3 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JN PRIVATE WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.