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JME WEALTH MANAGEMENT
JME WEALTH MANAGEMENT LLC
CRD 319491
4801 GLENWOOD AVE, SUITE 200, RALEIGH, NC, 27612, United States
Phone
703-776-9991
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.3M
Discretionary AUM
$48.3M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.0M |
| High net worth individuals | 25 | $46.2M |
All web addresses on file
Official SEC filing: View on IAPD