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JLE WEALTH MANAGEMENT, LLC
CRD 167171
10620 TREENA ST., SUITE 230, SAN DIEGO, CA, 92131, United States
Phone
858-935-6041
Fax
858-461-6576
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.9M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $1.7M |
| High net worth individuals | 6 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD