← Back to searchVisit website
JACKSON WEALTH MANAGEMENT, LLC
CRD 310496 · SEC 801-136322
115 WILCOX ST SUITE 220, CASTLE ROCK, CO, 80104, United States
Phone
303-808-5229
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.0M
Discretionary AUM
$107.0M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $39.3M |
| High net worth individuals | 32 | $67.7M |
All web addresses on file
Official SEC filing: View on IAPD