Falists
← Back to search

GILLILAND JETER WEALTH MANAGEMENT, LLC

CRD 324403 · SEC 801-127199

Visit website

5619 R STREET, LITTLE ROCK, AR, 72207, United States

Phone

501-902-4951

Fax

501-902-4952

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$569.1M

Discretionary AUM

$514.7M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals236$116.6M
High net worth individuals55$400.2M
Corporations/business entities6$50.0M

States served

AR, CA, LA, MS, TX

All web addresses on file

Official SEC filing: View on IAPD