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JDH WEALTH MANAGEMENT, LLC
CRD 112474 · SEC 801-96201
181 CONCOURSE BOULEVARD, SUITE A, SANTA ROSA, CA, 95403, United States
Phone
(707) 542-1110
Fax
(707) 595-5776
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$494.9M
Discretionary AUM
$494.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $28.4M |
| High net worth individuals | 73 | $454.4M |
| Pension/profit sharing plans | 4 | $3.8M |
| Charitable organizations | 5 | $8.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD