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JRS WEALTH MANAGEMENT LLC
CRD 306294 · SEC 801-135617
10808 SOUTH RIVERFRONT PARKWAY, SUITE 351, SOUTH JORDAN, UT, 84095, United States
Phone
(801) 987-3973
Fax
(866) 439-1117
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.0M
Discretionary AUM
$130.0M
Team
5 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $60.0M |
| High net worth individuals | 80 | $60.0M |
| Corporations/business entities | 10 | $10.0M |
States served
UT
All web addresses on file
- https://www.sfgclient.com/
- https://www.youtube.com/user/segelkefinancial
- https://twitter.com/segelke_fg
- https://www.linkedin.com/company/segelke-financial-group/
- http://sfgclient.blogspot.com/
- https://www.facebook.com/segelkefinancialgroup
- https://www.instagram.com/segelkefinancialgroup/
- https://www.jrswealthadvisors.com/
Official SEC filing: View on IAPD