← Back to searchVisit website
JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD 281325 · SEC 801-106661
417 THORN STREET, SUITE 300, SEWICKLEY, PA, 15143, United States
Phone
412-415-1177
Fax
412-843-0258
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.0M
Discretionary AUM
$135.6M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsINSURANCE, ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 265 | $48.1M |
| High net worth individuals | 150 | $86.3M |
| Pension/profit sharing plans | 3 | $38.4M |
| Charitable organizations | 1 | $1.3M |
States served
PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD