RIA Intel›Advisers›Arkansas›JWL & ASSOCIATES, INC.

JWL & ASSOCIATES, INC.

Advisory

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

Average account

$450K

across 4 accounts

AUM per adviser

$2M

1 advisers

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

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAR

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

4 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in AR

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

WEALTH READY, LLC

$2M

KRUEGER ASSET MANAGEMENT, LLC

ROGERS, AR

$2M

SONSHIP CREATIONS, LLC D/B/A ECHO COLLABORATIVE

BENTONVILLE, AR

$1M

CROSSCURRENT WEALTHMANAGEMENT, LLC

$1M

SOVEREIGN CAPITAL LLC

$3M

CORNERSTONE FINANCIAL CONSULTING LLC

$3M

Get the full picture on JWL & ASSOCIATES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JWL & ASSOCIATES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans