← Back to searchVisit website
JEHM WEALTH & RETIREMENT, LLC
CRD 304253
117 WOODRUFF PLACE CIRCLE, SUITE A, SIMPSONVILLE, SC, 29681, United States
Phone
864-527-0482
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $34.8M |
| High net worth individuals | 11 | $29.6M |
| Pension/profit sharing plans | 2 | $684K |
All web addresses on file
Official SEC filing: View on IAPD