RIA Intel›Advisers›Washington›JRS INVESTMENTS AND WEALTH PRESERVATION, LLC

JRS INVESTMENTS AND WEALTH PRESERVATION, LLC

Advisory

WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$87K

across 177 accounts

AUM per adviser

$3M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, HI, ID, WA

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

91 clients

2 high-net-worth

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

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