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JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312 · SEC 801-120427
8075 GATE PARKWAY WEST, SUITE #101, JACKSONVILLE, FL, 32216, United States
Phone
904-923-7526
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$533.5M
Discretionary AUM
$533.5M
Team
13 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 503 | $83.5M |
| High net worth individuals | 517 | $446.0M |
| Corporations/business entities | 14 | $3.8M |
States served
CA, GA, MN, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD