← Back to searchVisit website
JADIM WEALTH MANAGEMENT, LLC
CRD 165415
867 BOYLSTON ST, 5TH FL, BOSTON, MA, 02116, United States
Phone
323 405-8868
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.9M
Discretionary AUM
$24.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $5.2M |
| High net worth individuals | 11 | $20.4M |
| Pension/profit sharing plans | 2 | $305K |
All web addresses on file
Official SEC filing: View on IAPD