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JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091 · SEC 801-61445
200 COMMERCE STREET, MONTGOMERY, AL, 36104, United States
Phone
(334) 834-7660
Fax
(334) 240-3692
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.01B
Discretionary AUM
$1.99B
Team
16 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 588 | $198.7M |
| High net worth individuals | 355 | $1.64B |
| Pension/profit sharing plans | 6 | $20.5M |
| Charitable organizations | 4 | $37.9M |
| Corporations/business entities | 35 | $109.0M |
States served
AL, CA, GA, LA, MS, NY, NC, OH, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD